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 | $37,874 | $79,223-52.2% | $102,460-63.0% | $74,478-49.1% |
| Participation rate | 56.4% | 74.8%-18.3pp | 76.5%-20.1pp | 67.2%-10.8pp |
| Annual return | 11.37% | 54.98%-43.6pp | 29.47%-18.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,380 | $2,363-41.6% | $3,025-54.4% | $2,626-47.5% |
| Participant deferral / active EE | $3,785 | $4,417-14.3% | $5,056-25.1% | $4,350-13.0% |
| Admin fee / account holder | $7,416 | $2,003+270.2% | $9,460-21.6% | $1,946+281.1% |