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 | $32,268 | $47,479-32.0% | $62,929-48.7% | $82,448-60.9% |
| Participation rate | 46.3% | 66.9%-20.5pp | 73.1%-26.8pp | 68.1%-21.7pp |
| Annual return | 14.86% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,195 | $1,885-36.6% | $2,505-52.3% | $2,551-53.2% |
| Participant deferral / active EE | $2,069 | $2,870-27.9% | $3,888-46.8% | $4,139-50.0% |
| Admin fee / account holder | $1,165 | $3,804-69.4% | $5,065-77.0% | $7,234-83.9% |