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 | $49,586 | $49,976-0.8% | $66,674-25.6% | $82,637-40.0% |
| Participation rate | 40.3% | 63.1%-22.8pp | 73.7%-33.4pp | 68.1%-27.7pp |
| Annual return | 63.30% | 39.09%+24.2pp | 321.24%-257.9pp | 53.51%+9.8pp |
| Employer contribution / active EE | $625 | $1,988-68.5% | $2,620-76.1% | $2,552-75.5% |
| Participant deferral / active EE | $1,197 | $2,847-58.0% | $4,084-70.7% | $4,126-71.0% |
| Admin fee / account holder | $20,063 | $4,594+336.8% | $5,098+293.5% | $7,339+173.4% |