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 | $67,024 | $103,038-35.0% | $90,324-25.8% | $152,909-56.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.5%-65.8pp |
| Annual return | 18.79% | 95.25%-76.5pp | 78.15%-59.4pp | 345.46%-326.7pp |
| Employer contribution / active EE | $179 | $3,141-94.3% | $2,856-93.7% | $4,764-96.2% |
| Participant deferral / active EE | $1,833 | $4,282-57.2% | $3,885-52.8% | $5,851-68.7% |
| Admin fee / account holder | $21,286 | $6,177+244.6% | $5,356+297.4% | $11,601+83.5% |