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 | $51,293 | $44,984+14.0% | $85,009-39.7% | $74,546-31.2% |
| Participation rate | 23.6% | 49.4%-25.8pp | 67.5%-43.9pp | 67.2%-43.6pp |
| Annual return | 15.42% | 26.25%-10.8pp | 66.47%-51.1pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $502 | $1,458-65.6% | $2,728-81.6% | $2,624-80.9% |
| Participant deferral / active EE | $1,291 | $2,733-52.8% | $4,522-71.4% | $4,347-70.3% |
| Admin fee / account holder | $6,787 | $2,208+207.4% | $6,153+10.3% | $1,944+249.2% |