Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,330 | $56,134-28.2% | $96,161-58.1% | $85,856-53.0% |
| Participation rate | 53.1% | 56.7%-3.6pp | 68.4%-15.3pp | 69.3%-16.2pp |
| Annual return | 12.17% | 42.30%-30.1pp | 192.01%-179.8pp | 318.58%-306.4pp |
| Employer contribution / active EE | $973 | $1,620-40.0% | $2,798-65.2% | $2,565-62.1% |
| Participant deferral / active EE | $1,985 | $2,858-30.5% | $4,349-54.4% | $3,952-49.8% |
| Admin fee / account holder | $937 | $3,769-75.2% | $5,538-83.1% | $6,261-85.0% |