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 | $32,738 | $56,197-41.7% | $67,652-51.6% | $59,633-45.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 75.7%-9.0pp | 68.7%-2.0pp |
| Annual return | 0.74% | 18508.10%-18507.4pp | 6625.40%-6624.7pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $699 | $1,615-56.7% | $2,266-69.2% | $2,203-68.3% |
| Participant deferral / active EE | $1,895 | $2,844-33.4% | $3,560-46.8% | $3,192-40.6% |
| Admin fee / account holder | $1,559 | $3,958-60.6% | $4,821-67.7% | $4,297-63.7% |