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 | $38,282 | $52,353-26.9% | $120,225-68.2% | $82,448-53.6% |
| Participation rate | 20.4% | 58.3%-37.9pp | 69.6%-49.1pp | 68.1%-47.6pp |
| Annual return | 17.21% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $529 | $1,510-65.0% | $3,475-84.8% | $2,551-79.3% |
| Participant deferral / active EE | $879 | $2,627-66.5% | $3,999-78.0% | $4,139-78.8% |
| Admin fee / account holder | $1,479 | $4,363-66.1% | $5,696-74.0% | $7,234-79.6% |