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 | $74,425 | $95,415-22.0% | $185,851-60.0% | $85,851-13.3% |
| Participation rate | 14.8% | 68.8%-54.0pp | 81.7%-66.9pp | 69.3%-54.5pp |
| Annual return | 19.62% | 23.59%-4.0pp | 122.11%-102.5pp | 318.63%-299.0pp |
| Employer contribution / active EE | $390 | $3,314-88.2% | $5,168-92.5% | $2,565-84.8% |
| Participant deferral / active EE | $1,151 | $3,424-66.4% | $5,569-79.3% | $3,952-70.9% |
| Admin fee / account holder | $2,644 | $7,215-63.4% | $16,245-83.7% | $6,261-57.8% |