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 | $38,790 | $103,008-62.3% | $90,304-57.0% | $152,897-74.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 18.18% | 95.22%-77.0pp | 78.13%-60.0pp | 345.43%-327.3pp |
| Employer contribution / active EE | $498 | $3,139-84.1% | $2,855-82.5% | $4,764-89.5% |
| Participant deferral / active EE | $1,103 | $4,281-74.2% | $3,885-71.6% | $5,851-81.1% |
| Admin fee / account holder | $1,494 | $6,175-75.8% | $5,354-72.1% | $11,599-87.1% |