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 | $42,450 | $83,369-49.1% | $105,223-59.7% | $67,986-37.6% |
| Participation rate | 43.7% | 56.3%-12.6pp | 75.0%-31.4pp | 57.2%-13.5pp |
| Annual return | 13.71% | 24.64%-10.9pp | 180.65%-166.9pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,146 | $2,541-54.9% | $3,689-68.9% | $2,019-43.2% |
| Participant deferral / active EE | $1,797 | $3,295-45.5% | $5,072-64.6% | $3,358-46.5% |
| Admin fee / account holder | $12,265 | $4,073+201.2% | $8,859+38.4% | $3,203+282.9% |