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 | $52,795 | $51,642+2.2% | $129,384-59.2% | $80,935-34.8% |
| Participation rate | 42.6% | 56.9%-14.4pp | 69.6%-27.1pp | 67.7%-25.1pp |
| Annual return | 27.86% | 20.78%+7.1pp | 9461.77%-9433.9pp | 35.66%-7.8pp |
| Employer contribution / active EE | $1,045 | $1,583-34.0% | $4,153-74.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,940 | $2,670-27.3% | $4,166-53.4% | $4,299-54.9% |
| Admin fee / account holder | $16,089 | $4,312+273.2% | $7,686+109.3% | $6,924+132.4% |