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 | $45,734 | $29,733+53.8% | $56,025-18.4% | $80,959-43.5% |
| Participation rate | 65.1% | 41.7%+23.4pp | 52.5%+12.6pp | 67.7%-2.6pp |
| Annual return | 11.36% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $782 | $672+16.4% | $1,042-24.9% | $2,757-71.6% |
| Participant deferral / active EE | $1,315 | $1,229+7.0% | $1,955-32.7% | $4,300-69.4% |
| Admin fee / account holder | $10,573 | $2,434+334.5% | $2,828+273.8% | $6,925+52.7% |