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 | $36,441 | $65,704-44.5% | $94,229-61.3% | $59,633-38.9% |
| Participation rate | 65.8% | 72.1%-6.3pp | 78.8%-13.0pp | 68.7%-2.9pp |
| Annual return | 2.16% | 5.22%-3.1pp | 10.68%-8.5pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,146 | $2,021-43.3% | $3,587-68.1% | $2,203-48.0% |
| Participant deferral / active EE | $2,319 | $3,143-26.2% | $4,320-46.3% | $3,192-27.4% |
| Admin fee / account holder | $5,836 | $4,265+36.8% | $6,269-6.9% | $4,297+35.8% |