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 | $35,381 | $52,353-32.4% | $120,225-70.6% | $82,448-57.1% |
| Participation rate | 38.6% | 58.3%-19.7pp | 69.6%-31.0pp | 68.1%-29.5pp |
| Annual return | 14.13% | 61.85%-47.7pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $353 | $1,510-76.6% | $3,475-89.9% | $2,551-86.2% |
| Participant deferral / active EE | $1,488 | $2,627-43.3% | $3,999-62.8% | $4,139-64.0% |
| Admin fee / account holder | $952 | $4,363-78.2% | $5,696-83.3% | $7,234-86.8% |