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 | $49,594 | $29,051+70.7% | $52,425-5.4% | $67,986-27.1% |
| Participation rate | 23.9% | 30.4%-6.5pp | 55.6%-31.7pp | 57.2%-33.3pp |
| Annual return | 16.46% | 24.00%-7.5pp | 302.12%-285.7pp | 31.67%-15.2pp |
| Employer contribution / active EE | $423 | $412+2.8% | $914-53.7% | $2,019-79.0% |
| Participant deferral / active EE | $692 | $873-20.8% | $1,790-61.4% | $3,358-79.4% |
| Admin fee / account holder | $3,114 | $2,113+47.4% | $2,495+24.8% | $3,203-2.8% |