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 | $61,419 | $57,590+6.6% | $86,233-28.8% | $82,448-25.5% |
| Participation rate | 17.9% | 57.9%-40.0pp | 69.0%-51.2pp | 68.1%-50.2pp |
| Annual return | 63.15% | 22.41%+40.7pp | 61.39%+1.8pp | 41.64%+21.5pp |
| Employer contribution / active EE | $356 | $1,655-78.5% | $2,504-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $948 | $3,080-69.2% | $4,559-79.2% | $4,139-77.1% |
| Admin fee / account holder | $13,329 | $4,730+181.8% | $8,342+59.8% | $7,234+84.2% |