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 | $70,311 | $39,028+80.2% | $80,741-12.9% | $85,847-18.1% |
| Participation rate | 39.1% | 41.6%-2.4pp | 54.2%-15.0pp | 69.3%-30.2pp |
| Annual return | 13.23% | 26.31%-13.1pp | 87.30%-74.1pp | 318.61%-305.4pp |
| Employer contribution / active EE | $918 | $722+27.1% | $1,160-20.9% | $2,565-64.2% |
| Participant deferral / active EE | $2,087 | $1,326+57.4% | $2,145-2.7% | $3,952-47.2% |
| Admin fee / account holder | $5,989 | $2,429+146.6% | $3,380+77.2% | $6,261-4.3% |