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 | $34,461 | $45,152-23.7% | $73,836-53.3% | $59,633-42.2% |
| Participation rate | 41.2% | 64.0%-22.8pp | 73.4%-32.3pp | 68.7%-27.5pp |
| Annual return | 1.51% | 27.40%-25.9pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $207 | $1,901-89.1% | $2,787-92.6% | $2,203-90.6% |
| Participant deferral / active EE | $1,665 | $2,573-35.3% | $3,583-53.5% | $3,192-47.8% |
| Admin fee / account holder | $4,437 | $3,515+26.2% | $4,882-9.1% | $4,297+3.3% |