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 | $46,719 | $60,261-22.5% | $81,783-42.9% | $74,546-37.3% |
| Participation rate | 63.5% | 62.9%+0.6pp | 72.4%-8.9pp | 67.2%-3.7pp |
| Annual return | 12.48% | 16.88%-4.4pp | 775.05%-762.6pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $479 | $2,622-81.7% | $2,913-83.6% | $2,624-81.8% |
| Participant deferral / active EE | $1,632 | $3,388-51.8% | $4,320-62.2% | $4,347-62.5% |
| Admin fee / account holder | $2,603 | $1,482+75.6% | $7,380-64.7% | $1,944+33.9% |