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 | $36,470 | $79,223-54.0% | $102,460-64.4% | $74,478-51.0% |
| Participation rate | 57.9% | 74.8%-16.9pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 23.67% | 54.98%-31.3pp | 29.47%-5.8pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $1,430 | $2,363-39.5% | $3,025-52.7% | $2,626-45.6% |
| Participant deferral / active EE | $14,802 | $4,417+235.1% | $5,056+192.7% | $4,350+240.2% |
| Admin fee / account holder | $721 | $2,003-64.0% | $9,460-92.4% | $1,946-63.0% |