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 | $37,520 | $79,223-52.6% | $102,460-63.4% | $74,478-49.6% |
| Participation rate | 53.4% | 74.8%-21.3pp | 76.5%-23.1pp | 67.2%-13.8pp |
| Annual return | 14.56% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $984 | $2,363-58.4% | $3,025-67.5% | $2,626-62.5% |
| Participant deferral / active EE | $2,771 | $4,417-37.3% | $5,056-45.2% | $4,350-36.3% |
| Admin fee / account holder | $12,933 | $2,003+545.7% | $9,460+36.7% | $1,946+564.7% |