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 | $43,013 | $54,690-21.4% | $76,030-43.4% | $74,478-42.2% |
| Participation rate | 36.5% | 60.3%-23.8pp | 69.1%-32.6pp | 67.2%-30.7pp |
| Annual return | 13.14% | 31.92%-18.8pp | 361.54%-348.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,115 | $1,781-37.4% | $2,688-58.5% | $2,626-57.5% |
| Participant deferral / active EE | $2,139 | $3,070-30.3% | $4,257-49.8% | $4,350-50.8% |
| Admin fee / account holder | $2,143 | $2,240-4.3% | $6,421-66.6% | $1,946+10.1% |