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 | $41,257 | $60,504-31.8% | $81,882-49.6% | $74,478-44.6% |
| Participation rate | 51.8% | 62.9%-11.1pp | 72.4%-20.6pp | 67.2%-15.4pp |
| Annual return | 13.17% | 16.91%-3.7pp | 779.47%-766.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,247 | $2,627-52.5% | $2,916-57.2% | $2,626-52.5% |
| Participant deferral / active EE | $2,881 | $3,400-15.2% | $4,323-33.4% | $4,350-33.8% |
| Admin fee / account holder | $1,559 | $1,492+4.5% | $7,360-78.8% | $1,946-19.9% |