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 | $32,267 | $39,162-17.6% | $100,671-67.9% | $59,633-45.9% |
| Participation rate | 60.7% | 55.9%+4.9pp | 70.7%-10.0pp | 68.7%-8.0pp |
| Annual return | -1.83% | 21.07%-22.9pp | 20.43%-22.3pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $1,851 | $1,151+60.9% | $4,012-53.9% | $2,203-16.0% |
| Participant deferral / active EE | $2,371 | $1,992+19.0% | $3,144-24.6% | $3,192-25.7% |
| Admin fee / account holder | $375 | $2,969-87.4% | $4,850-92.3% | $4,297-91.3% |