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 | $47,434 | $61,815-23.3% | $97,295-51.2% | $80,959-41.4% |
| Participation rate | 54.3% | 63.5%-9.2pp | 72.7%-18.4pp | 67.7%-13.4pp |
| Annual return | 20.55% | -558.73%+579.3pp | 75.62%-55.1pp | 35.67%-15.1pp |
| Employer contribution / active EE | $982 | $1,836-46.5% | $2,723-63.9% | $2,757-64.4% |
| Participant deferral / active EE | $2,035 | $3,027-32.8% | $4,264-52.3% | $4,300-52.7% |
| Admin fee / account holder | $603 | $5,166-88.3% | $5,646-89.3% | $6,925-91.3% |