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 | $45,135 | $44,980+0.3% | $85,063-46.9% | $77,692-41.9% |
| Participation rate | 36.3% | 48.6%-12.3pp | 67.5%-31.2pp | 70.6%-34.3pp |
| Annual return | 15.27% | 79.13%-63.9pp | 66.54%-51.3pp | 31.25%-16.0pp |
| Employer contribution / active EE | $1,257 | $1,607-21.8% | $2,727-53.9% | $2,726-53.9% |
| Participant deferral / active EE | $1,872 | $2,804-33.2% | $4,523-58.6% | $4,648-59.7% |
| Admin fee / account holder | $4,505 | $911+394.3% | $6,155-26.8% | $431+946.3% |