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 | $34,402 | $47,479-27.5% | $62,929-45.3% | $82,448-58.3% |
| Participation rate | 52.1% | 66.9%-14.8pp | 73.1%-21.1pp | 68.1%-16.0pp |
| Annual return | 18.39% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $446 | $1,885-76.3% | $2,505-82.2% | $2,551-82.5% |
| Participant deferral / active EE | $1,309 | $2,870-54.4% | $3,888-66.3% | $4,139-68.4% |
| Admin fee / account holder | $3,978 | $3,804+4.6% | $5,065-21.4% | $7,234-45.0% |