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 | $36,994 | $29,716+24.5% | $56,077-34.0% | $80,925-54.3% |
| Participation rate | 47.5% | 41.7%+5.8pp | 52.5%-5.0pp | 67.7%-20.2pp |
| Annual return | 12.54% | 35.30%-22.8pp | 1709.28%-1696.7pp | 35.65%-23.1pp |
| Employer contribution / active EE | $574 | $671-14.4% | $1,040-44.8% | $2,756-79.2% |
| Participant deferral / active EE | $1,761 | $1,228+43.4% | $1,954-9.9% | $4,299-59.0% |
| Admin fee / account holder | $19,495 | $2,432+701.6% | $2,825+590.1% | $6,940+180.9% |