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 | $41,295 | $98,776-58.2% | $149,745-72.4% | $79,856-48.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 13.07% | 27.38%-14.3pp | 276.72%-263.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,097 | $3,217-65.9% | $4,646-76.4% | $2,471-55.6% |
| Participant deferral / active EE | $4,298 | $5,681-24.4% | $6,843-37.2% | $3,741+14.9% |
| Admin fee / account holder | $3,913 | $6,053-35.4% | $9,312-58.0% | $5,306-26.3% |