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 | $39,606 | $48,284-18.0% | $67,524-41.3% | $80,911-51.0% |
| Participation rate | 53.8% | 66.4%-12.6pp | 72.9%-19.1pp | 67.6%-13.8pp |
| Annual return | 16.61% | 18.27%-1.7pp | 3519.41%-3502.8pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,336 | $2,021-33.9% | $2,734-51.1% | $2,756-51.5% |
| Participant deferral / active EE | $2,289 | $2,927-21.8% | $4,001-42.8% | $4,297-46.7% |
| Admin fee / account holder | $778 | $3,688-78.9% | $4,001-80.6% | $6,935-88.8% |