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 | $32,461 | $63,346-48.8% | $92,240-64.8% | $70,126-53.7% |
| Participation rate | 46.2% | 68.7%-22.5pp | 76.5%-30.3pp | 69.5%-23.4pp |
| Annual return | 20.73% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $739 | $2,471-70.1% | $3,680-79.9% | $2,343-68.5% |
| Participant deferral / active EE | $1,559 | $2,854-45.4% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $959 | $3,841-75.0% | $5,194-81.5% | $4,645-79.4% |