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 | $38,379 | $55,470-30.8% | $155,556-75.3% | $74,478-48.5% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.3pp | 67.2%-19.3pp |
| Annual return | 21.89% | 269.80%-247.9pp | 64.84%-42.9pp | 1370.56%-1348.7pp |
| Employer contribution / active EE | $1,550 | $2,267-31.6% | $4,675-66.9% | $2,626-41.0% |
| Participant deferral / active EE | $3,084 | $2,838+8.7% | $5,631-45.2% | $4,350-29.1% |
| Admin fee / account holder | $2,271 | $1,744+30.2% | $15,885-85.7% | $1,946+16.7% |