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 | $41,656 | $75,832-45.1% | $147,617-71.8% | $59,633-30.1% |
| Participation rate | 64.1% | 71.6%-7.5pp | 84.6%-20.5pp | 68.7%-4.6pp |
| Annual return | 7.47% | 0.37%+7.1pp | 61.98%-54.5pp | 2041.45%-2034.0pp |
| Employer contribution / active EE | $1,621 | $3,485-53.5% | $5,564-70.9% | $2,203-26.4% |
| Participant deferral / active EE | $1,886 | $3,131-39.7% | $4,895-61.5% | $3,192-40.9% |
| Admin fee / account holder | $2,198 | $5,986-63.3% | $11,612-81.1% | $4,297-48.8% |