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 | $42,100 | $76,383-44.9% | $121,663-65.4% | $64,340-34.6% |
| Participation rate | 48.0% | 60.4%-12.4pp | 74.5%-26.5pp | 55.2%-7.2pp |
| Annual return | 57.89% | 16.98%+40.9pp | 147.54%-89.6pp | 24.14%+33.8pp |
| Employer contribution / active EE | $906 | $1,943-53.4% | $3,020-70.0% | $1,862-51.4% |
| Participant deferral / active EE | $2,036 | $3,149-35.4% | $4,887-58.3% | $2,980-31.7% |
| Admin fee / account holder | $1,376 | $4,142-66.8% | $14,289-90.4% | $3,703-62.8% |