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 | $44,684 | $29,319+52.4% | $52,425-14.8% | $82,448-45.8% |
| Participation rate | 47.4% | 46.9%+0.5pp | 55.6%-8.3pp | 68.1%-20.7pp |
| Annual return | 17.65% | 535.20%-517.5pp | 302.12%-284.5pp | 41.64%-24.0pp |
| Employer contribution / active EE | $637 | $586+8.6% | $914-30.4% | $2,551-75.0% |
| Participant deferral / active EE | $1,076 | $1,171-8.2% | $1,790-39.9% | $4,139-74.0% |
| Admin fee / account holder | $15,818 | $1,962+706.1% | $2,495+534.0% | $7,234+118.6% |