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 | $58,038 | $30,437+90.7% | $56,033+3.6% | $74,459-22.1% |
| Participation rate | 29.7% | 32.9%-3.2pp | 52.5%-22.8pp | 67.2%-37.5pp |
| Annual return | 11.35% | 24.96%-13.6pp | 1711.38%-1700.0pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $572 | $610-6.3% | $1,041-45.1% | $2,626-78.2% |
| Participant deferral / active EE | $1,229 | $1,176+4.6% | $1,954-37.1% | $4,350-71.7% |
| Admin fee / account holder | $1,770 | $2,363-25.1% | $2,827-37.4% | $1,945-9.0% |