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 | $54,123 | $63,346-14.6% | $92,239-41.3% | $70,124-22.8% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.3pp |
| Annual return | 16.92% | 530.19%-513.3pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $666 | $2,471-73.1% | $3,680-81.9% | $2,342-71.6% |
| Participant deferral / active EE | $1,602 | $2,854-43.9% | $3,897-58.9% | $3,332-51.9% |
| Admin fee / account holder | $6,681 | $3,841+73.9% | $5,194+28.6% | $4,645+43.8% |