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 | $53,223 | $34,316+55.1% | $74,719-28.8% | $72,983-27.1% |
| Participation rate | 46.2% | 42.4%+3.7pp | 54.5%-8.3pp | 69.5%-23.3pp |
| Annual return | 19.85% | 26.58%-6.7pp | 753.05%-733.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,024 | $692+48.0% | $1,084-5.5% | $2,440-58.0% |
| Participant deferral / active EE | $3,021 | $1,272+137.6% | $1,963+53.9% | $3,608-16.2% |
| Admin fee / account holder | $11,485 | $2,125+440.5% | $3,334+244.5% | $5,124+124.1% |