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 | $36,731 | $56,134-34.6% | $96,192-61.8% | $85,851-57.2% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 27.73% | 42.30%-14.6pp | 192.09%-164.4pp | 318.63%-290.9pp |
| Employer contribution / active EE | $1,102 | $1,620-32.0% | $2,799-60.6% | $2,565-57.1% |
| Participant deferral / active EE | $2,306 | $2,858-19.3% | $4,351-47.0% | $3,952-41.7% |
| Admin fee / account holder | $6,735 | $3,769+78.7% | $5,539+21.6% | $6,261+7.6% |