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 | $44,014 | $31,105+41.5% | $53,647-18.0% | $64,097-31.3% |
| Participation rate | 38.8% | 30.7%+8.2pp | 56.3%-17.4pp | 55.2%-16.3pp |
| Annual return | 18.66% | 22.54%-3.9pp | 358.33%-339.7pp | 34.64%-16.0pp |
| Employer contribution / active EE | $1,463 | $441+232.0% | $962+52.1% | $1,891-22.7% |
| Participant deferral / active EE | $2,235 | $896+149.3% | $1,813+23.3% | $3,080-27.4% |
| Admin fee / account holder | $3,351 | $2,195+52.7% | $2,460+36.2% | $3,454-3.0% |