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 | $65,743 | $102,429-35.8% | $147,096-55.3% | $80,925-18.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 12.66% | 135.02%-122.4pp | 419.75%-407.1pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,777 | $3,716-52.2% | $4,936-64.0% | $2,756-35.5% |
| Participant deferral / active EE | $2,926 | $6,649-56.0% | $8,071-63.7% | $4,299-31.9% |
| Admin fee / account holder | $968 | $7,957-87.8% | $13,005-92.6% | $6,940-86.1% |