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 | $50,822 | $79,169-35.8% | $100,415-49.4% | $74,478-31.8% |
| Participation rate | 23.3% | 79.4%-56.1pp | 81.5%-58.2pp | 67.2%-43.9pp |
| Annual return | 13.98% | 20.51%-6.5pp | 49.47%-35.5pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $824 | $3,017-72.7% | $3,943-79.1% | $2,626-68.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $8,091-100.0% | $4,350-100.0% |
| Admin fee / account holder | $17,179 | $1,337+1184.6% | $7,906+117.3% | $1,946+782.9% |