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 | $51,833 | $62,177-16.6% | $81,370-36.3% | $74,478-30.4% |
| Participation rate | 29.8% | 64.1%-34.2pp | 69.5%-39.7pp | 67.2%-37.4pp |
| Annual return | 13.93% | 16.62%-2.7pp | 24.85%-10.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $945 | $1,881-49.7% | $2,464-61.6% | $2,626-64.0% |
| Participant deferral / active EE | $1,763 | $3,219-45.2% | $3,885-54.6% | $4,350-59.5% |
| Admin fee / account holder | $2,583 | $1,927+34.1% | $5,749-55.1% | $1,946+32.8% |