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 | $30,936 | $63,346-51.2% | $92,240-66.5% | $70,126-55.9% |
| Participation rate | 58.0% | 68.7%-10.7pp | 76.5%-18.5pp | 69.5%-11.6pp |
| Annual return | 15.32% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $975 | $2,471-60.5% | $3,680-73.5% | $2,343-58.4% |
| Participant deferral / active EE | $2,168 | $2,854-24.0% | $3,897-44.4% | $3,332-34.9% |
| Admin fee / account holder | $986 | $3,841-74.3% | $5,194-81.0% | $4,645-78.8% |