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 | $30,669 | $73,518-58.3% | $63,003-51.3% | $147,585-79.2% |
| Participation rate | 52.6% | 77.9%-25.2pp | 74.8%-22.2pp | 82.8%-30.2pp |
| Annual return | 14.22% | 175.46%-161.2pp | 87.59%-73.4pp | 578.57%-564.4pp |
| Employer contribution / active EE | $1,527 | $3,322-54.0% | $2,760-44.7% | $4,876-68.7% |
| Participant deferral / active EE | $2,401 | $4,183-42.6% | $3,329-27.9% | $5,439-55.9% |
| Admin fee / account holder | $9,903 | $5,952+66.4% | $3,600+175.1% | $10,885-9.0% |