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 | $51,696 | $29,525+75.1% | $56,033-7.7% | $77,736-33.5% |
| Participation rate | 27.1% | 32.7%-5.5pp | 52.5%-25.4pp | 70.6%-43.5pp |
| Annual return | 12.61% | 18.90%-6.3pp | 1711.38%-1698.8pp | 31.26%-18.7pp |
| Employer contribution / active EE | $654 | $569+14.8% | $1,041-37.2% | $2,728-76.0% |
| Participant deferral / active EE | $1,354 | $1,062+27.5% | $1,954-30.7% | $4,651-70.9% |
| Admin fee / account holder | $3,036 | $1,040+191.9% | $2,827+7.4% | $433+600.6% |