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 | $48,989 | $99,995-51.0% | $85,063-42.4% | $145,978-66.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 8.62% | 83.99%-75.4pp | 66.54%-57.9pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,420 | $3,231-56.1% | $2,727-47.9% | $4,662-69.5% |
| Participant deferral / active EE | $3,886 | $5,295-26.6% | $4,523-14.1% | $6,690-41.9% |
| Admin fee / account holder | $774 | $7,255-89.3% | $6,155-87.4% | $13,400-94.2% |