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 | $59,557 | $59,467+0.2% | $93,727-36.5% | $74,478-20.0% |
| Participation rate | 40.3% | 59.6%-19.3pp | 68.7%-28.4pp | 67.2%-26.9pp |
| Annual return | 13.75% | 82.14%-68.4pp | 133.83%-120.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $635 | $1,267-49.9% | $2,421-73.8% | $2,626-75.8% |
| Participant deferral / active EE | $1,463 | $3,052-52.1% | $4,417-66.9% | $4,350-66.4% |
| Admin fee / account holder | $5,457 | $3,028+80.2% | $8,292-34.2% | $1,946+180.5% |