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 | $61,010 | $64,010-4.7% | $108,359-43.7% | $64,340-5.2% |
| Participation rate | 25.9% | 49.4%-23.5pp | 70.1%-44.2pp | 55.2%-29.3pp |
| Annual return | 29.90% | 19.74%+10.2pp | 36.89%-7.0pp | 24.14%+5.8pp |
| Employer contribution / active EE | $1,013 | $1,029-1.5% | $2,399-57.8% | $1,862-45.6% |
| Participant deferral / active EE | $1,777 | $2,395-25.8% | $4,137-57.1% | $2,980-40.4% |
| Admin fee / account holder | $39,011 | $4,885+698.6% | $9,741+300.5% | $3,703+953.6% |