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 | $48,304 | $58,258-17.1% | $81,820-41.0% | $80,925-40.3% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 10.84% | 41.76%-30.9pp | 777.93%-767.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $406 | $2,345-82.7% | $2,915-86.1% | $2,756-85.3% |
| Participant deferral / active EE | $2,092 | $3,284-36.3% | $4,323-51.6% | $4,299-51.3% |
| Admin fee / account holder | $1,121 | $4,976-77.5% | $7,391-84.8% | $6,940-83.8% |