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 | $37,268 | $85,766-56.5% | $136,297-72.7% | $70,124-46.9% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 16.29% | 31.45%-15.2pp | 5156.19%-5139.9pp | 73.14%-56.9pp |
| Employer contribution / active EE | $510 | $2,966-82.8% | $4,696-89.1% | $2,342-78.2% |
| Participant deferral / active EE | $2,539 | $5,051-49.7% | $6,247-59.4% | $3,332-23.8% |
| Admin fee / account holder | $11,893 | $5,420+119.4% | $9,244+28.7% | $4,645+156.0% |