Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $51,007 | $29,733+71.5% | $56,025-9.0% | $80,959-37.0% |
| Participation rate | 10.9% | 41.7%-30.9pp | 52.5%-41.6pp | 67.7%-56.8pp |
| Annual return | 11.22% | 35.28%-24.1pp | 1712.69%-1701.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $172 | $672-74.5% | $1,042-83.5% | $2,757-93.8% |
| Participant deferral / active EE | $991 | $1,229-19.4% | $1,955-49.3% | $4,300-77.0% |
| Admin fee / account holder | $10,849 | $2,434+345.8% | $2,828+283.6% | $6,925+56.7% |