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 | $40,543 | $45,566-11.0% | $64,105-36.8% | $59,633-32.0% |
| Participation rate | 62.1% | 60.2%+2.0pp | 68.2%-6.0pp | 68.7%-6.5pp |
| Annual return | 8.81% | 4.95%+3.9pp | 791.24%-782.4pp | 2041.45%-2032.6pp |
| Employer contribution / active EE | $493 | $934-47.2% | $1,820-72.9% | $2,203-77.6% |
| Participant deferral / active EE | $3,067 | $2,057+49.1% | $2,822+8.7% | $3,192-3.9% |
| Admin fee / account holder | $6,142 | $3,268+88.0% | $4,499+36.5% | $4,297+42.9% |