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 | $38,110 | $101,063-62.3% | $81,473-53.2% | $147,585-74.2% |
| Participation rate | 55.0% | 74.5%-19.5pp | 68.0%-13.0pp | 82.8%-27.8pp |
| Annual return | 11.64% | 32.41%-20.8pp | 38.78%-27.1pp | 578.58%-566.9pp |
| Employer contribution / active EE | $539 | $3,206-83.2% | $2,568-79.0% | $4,876-88.9% |
| Participant deferral / active EE | $743 | $4,242-82.5% | $3,537-79.0% | $5,439-86.3% |
| Admin fee / account holder | $12,550 | $5,812+115.9% | $4,561+175.1% | $10,886+15.3% |