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 | $40,000 | $45,900-12.9% | $94,057-57.5% | $64,340-37.8% |
| Participation rate | 58.0% | 50.6%+7.4pp | 73.3%-15.3pp | 55.2%+2.8pp |
| Annual return | 18.17% | 50.47%-32.3pp | 480.62%-462.4pp | 24.14%-6.0pp |
| Employer contribution / active EE | $759 | $1,612-52.9% | $2,933-74.1% | $1,862-59.2% |
| Participant deferral / active EE | $3,849 | $2,102+83.1% | $4,709-18.3% | $2,980+29.2% |
| Admin fee / account holder | $9,483 | $3,143+201.7% | $7,244+30.9% | $3,703+156.1% |