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 | $39,476 | $58,311-32.3% | $81,882-51.8% | $80,959-51.2% |
| Participation rate | 26.9% | 63.5%-36.6pp | 72.4%-45.5pp | 67.7%-40.7pp |
| Annual return | 15.50% | 41.85%-26.4pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $970 | $2,347-58.7% | $2,916-66.7% | $2,757-64.8% |
| Participant deferral / active EE | $1,176 | $3,287-64.2% | $4,323-72.8% | $4,300-72.6% |
| Admin fee / account holder | $10,009 | $4,752+110.6% | $7,360+36.0% | $6,925+44.5% |