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 | $31,608 | $99,652-68.3% | $78,778-59.9% | $147,586-78.6% |
| Participation rate | 52.4% | 76.2%-23.9pp | 69.2%-16.8pp | 82.8%-30.4pp |
| Annual return | 21.74% | 47.28%-25.5pp | 35.62%-13.9pp | 578.59%-556.9pp |
| Employer contribution / active EE | $2,420 | $2,796-13.4% | $1,986+21.9% | $4,876-50.4% |
| Participant deferral / active EE | $1,540 | $3,664-58.0% | $2,958-47.9% | $5,439-71.7% |
| Admin fee / account holder | $875 | $7,155-87.8% | $5,134-83.0% | $10,886-92.0% |