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 | $39,396 | $55,446-28.9% | $155,574-74.7% | $74,429-47.1% |
| Participation rate | 33.6% | 61.9%-28.3pp | 78.2%-44.6pp | 67.2%-33.6pp |
| Annual return | 12.41% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $768 | $2,266-66.1% | $4,676-83.6% | $2,625-70.7% |
| Participant deferral / active EE | $1,203 | $2,836-57.6% | $5,629-78.6% | $4,348-72.3% |
| Admin fee / account holder | $3,851 | $1,743+121.0% | $15,914-75.8% | $1,944+98.1% |