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 | $31,846 | $48,432-34.2% | $121,204-73.7% | $71,511-55.5% |
| Participation rate | 46.4% | 54.3%-7.9pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | 19.28% | 23.28%-4.0pp | 987.18%-967.9pp | 28.86%-9.6pp |
| Employer contribution / active EE | $753 | $1,493-49.6% | $4,170-81.9% | $2,589-70.9% |
| Participant deferral / active EE | $1,686 | $2,756-38.8% | $4,083-58.7% | $4,291-60.7% |
| Admin fee / account holder | $1,506 | $1,845-18.4% | $5,651-73.4% | $1,588-5.2% |