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 | $36,450 | $53,063-31.3% | $124,206-70.7% | $82,637-55.9% |
| Participation rate | 55.0% | 58.4%-3.4pp | 69.6%-14.6pp | 68.1%-13.1pp |
| Annual return | 22.81% | 68.87%-46.1pp | 515.27%-492.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $917 | $1,530-40.1% | $3,540-74.1% | $2,552-64.1% |
| Participant deferral / active EE | $4,145 | $2,644+56.7% | $3,968+4.5% | $4,126+0.5% |
| Admin fee / account holder | $1,235 | $4,281-71.2% | $5,929-79.2% | $7,339-83.2% |