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 | $49,195 | $39,245+25.4% | $64,105-23.3% | $52,331-6.0% |
| Participation rate | 43.4% | 58.2%-14.9pp | 68.2%-24.8pp | 68.1%-24.7pp |
| Annual return | 1.49% | 14.79%-13.3pp | 791.24%-789.7pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,769 | $1,992+39.0% | $2,822-1.9% | $3,022-8.4% |
| Admin fee / account holder | $2,116 | $592+257.1% | $4,499-53.0% | $592+257.7% |