Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,087 | $58,311-33.0% | $81,882-52.3% | $80,959-51.7% |
| Participation rate | 58.7% | 63.5%-4.8pp | 72.4%-13.7pp | 67.7%-9.0pp |
| Annual return | 12.05% | 41.85%-29.8pp | 779.47%-767.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,956 | $2,347-16.7% | $2,916-32.9% | $2,757-29.1% |
| Participant deferral / active EE | $2,715 | $3,287-17.4% | $4,323-37.2% | $4,300-36.9% |
| Admin fee / account holder | $23,806 | $4,752+401.0% | $7,360+223.5% | $6,925+243.7% |