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 | $53,083 | $56,134-5.4% | $96,171-44.8% | $85,847-38.2% |
| Participation rate | 43.6% | 56.7%-13.1pp | 68.4%-24.9pp | 69.3%-25.7pp |
| Annual return | 13.08% | 42.30%-29.2pp | 192.04%-179.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $242 | $1,620-85.1% | $2,799-91.4% | $2,565-90.6% |
| Participant deferral / active EE | $2,684 | $2,858-6.1% | $4,350-38.3% | $3,952-32.1% |
| Admin fee / account holder | $1,762 | $3,769-53.2% | $5,538-68.2% | $6,261-71.9% |