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 | $37,018 | $53,063-30.2% | $124,206-70.2% | $82,637-55.2% |
| Participation rate | 52.9% | 58.4%-5.5pp | 69.6%-16.6pp | 68.1%-15.1pp |
| Annual return | 19.95% | 68.87%-48.9pp | 515.27%-495.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $506 | $1,530-66.9% | $3,540-85.7% | $2,552-80.2% |
| Participant deferral / active EE | $3,831 | $2,644+44.9% | $3,968-3.5% | $4,126-7.2% |
| Admin fee / account holder | $1,190 | $4,281-72.2% | $5,929-79.9% | $7,339-83.8% |