Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $52,705 | $29,716+77.4% | $56,077-6.0% | $80,925-34.9% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 15.60% | 35.30%-19.7pp | 1709.28%-1693.7pp | 35.65%-20.1pp |
| Employer contribution / active EE | $657 | $671-2.1% | $1,040-36.8% | $2,756-76.2% |
| Participant deferral / active EE | $2,211 | $1,228+80.0% | $1,954+13.1% | $4,299-48.6% |
| Admin fee / account holder | $2,321 | $2,432-4.6% | $2,825-17.9% | $6,940-66.6% |