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 | $49,854 | $56,134-11.2% | $96,192-48.2% | $85,851-41.9% |
| Participation rate | 22.4% | 56.7%-34.3pp | 68.4%-46.0pp | 69.3%-46.9pp |
| Annual return | 12.45% | 42.30%-29.9pp | 192.09%-179.6pp | 318.63%-306.2pp |
| Employer contribution / active EE | $569 | $1,620-64.9% | $2,799-79.7% | $2,565-77.8% |
| Participant deferral / active EE | $1,350 | $2,858-52.7% | $4,351-69.0% | $3,952-65.8% |
| Admin fee / account holder | $15,324 | $3,769+306.6% | $5,539+176.6% | $6,261+144.8% |