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 | $42,345 | $40,275+5.1% | $57,356-26.2% | $59,633-29.0% |
| Participation rate | 58.9% | 69.1%-10.2pp | 75.1%-16.1pp | 68.7%-9.7pp |
| Annual return | 0.84% | 27.52%-26.7pp | 24.41%-23.6pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $1,092 | $1,921-43.2% | $2,689-59.4% | $2,203-50.4% |
| Participant deferral / active EE | $4,530 | $2,400+88.8% | $3,162+43.3% | $3,192+41.9% |
| Admin fee / account holder | $7,735 | $2,820+174.2% | $3,357+130.4% | $4,297+80.0% |