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 | $39,332 | $48,337-18.6% | $67,560-41.8% | $80,959-51.4% |
| Participation rate | 44.4% | 66.4%-22.0pp | 72.9%-28.5pp | 67.7%-23.2pp |
| Annual return | 13.69% | 18.26%-4.6pp | 3533.50%-3519.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $839 | $2,023-58.5% | $2,737-69.3% | $2,757-69.6% |
| Participant deferral / active EE | $1,665 | $2,928-43.1% | $4,004-58.4% | $4,300-61.3% |
| Admin fee / account holder | $4,715 | $3,695+27.6% | $3,994+18.1% | $6,925-31.9% |