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 | $47,819 | $65,434-26.9% | $98,483-51.4% | $85,847-44.3% |
| Participation rate | 48.2% | 65.0%-16.8pp | 73.3%-25.2pp | 69.3%-21.1pp |
| Annual return | 14.84% | 21.75%-6.9pp | 1494.38%-1479.5pp | 318.61%-303.8pp |
| Employer contribution / active EE | $1,315 | $2,169-39.4% | $2,961-55.6% | $2,565-48.7% |
| Participant deferral / active EE | $2,980 | $3,168-5.9% | $4,276-30.3% | $3,952-24.6% |
| Admin fee / account holder | $7,817 | $4,595+70.1% | $5,953+31.3% | $6,261+24.9% |