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 | $53,876 | $158,827-66.1% | $121,208-55.6% | $135,382-60.2% |
| Participation rate | 44.4% | 79.3%-34.9pp | 71.8%-27.3pp | 82.6%-38.2pp |
| Annual return | 3.11% | -0.64%+3.7pp | 16.93%-13.8pp | 519.77%-516.7pp |
| Employer contribution / active EE | $1,296 | $5,666-77.1% | $4,023-67.8% | $4,779-72.9% |
| Participant deferral / active EE | $3,570 | $4,006-10.9% | $3,345+6.7% | $5,609-36.3% |
| Admin fee / account holder | $26,727 | $6,514+310.3% | $5,020+432.4% | $10,829+146.8% |