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 | $32,653 | $65,428-50.1% | $169,390-80.7% | $71,511-54.3% |
| Participation rate | 33.0% | 66.9%-33.8pp | 77.2%-44.1pp | 67.9%-34.9pp |
| Annual return | 19.86% | 21.35%-1.5pp | 406.07%-386.2pp | 28.86%-9.0pp |
| Employer contribution / active EE | $1,244 | $2,064-39.7% | $4,013-69.0% | $2,589-52.0% |
| Participant deferral / active EE | $2,041 | $4,360-53.2% | $6,222-67.2% | $4,291-52.4% |
| Admin fee / account holder | $1,716 | $1,328+29.3% | $9,015-81.0% | $1,588+8.1% |