Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,737 | $112,933-52.4% | $90,970-40.9% | $158,982-66.2% |
| Participation rate | 34.8% | 74.7%-40.0pp | 69.0%-34.2pp | 82.0%-47.2pp |
| Annual return | 12.98% | 215.82%-202.8pp | 134.60%-121.6pp | 302.99%-290.0pp |
| Employer contribution / active EE | $542 | $2,893-81.3% | $2,122-74.5% | $4,763-88.6% |
| Participant deferral / active EE | $1,638 | $4,128-60.3% | $3,373-51.4% | $5,983-72.6% |
| Admin fee / account holder | $17,271 | $8,047+114.6% | $5,961+189.7% | $11,252+53.5% |