Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,376 | $39,766+31.7% | $66,674-21.4% | $71,012-26.2% |
| Participation rate | 6.2% | 47.7%-41.5pp | 73.7%-67.5pp | 58.6%-52.4pp |
| Annual return | 16.34% | 181.39%-165.1pp | 321.24%-304.9pp | 37.67%-21.3pp |
| Employer contribution / active EE | $240 | $1,503-84.0% | $2,620-90.8% | $2,348-89.8% |
| Participant deferral / active EE | $347 | $1,868-81.4% | $4,084-91.5% | $3,246-89.3% |
| Admin fee / account holder | $2,783 | $1,097+153.8% | $5,098-45.4% | $1,167+138.4% |