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 | $34,307 | $85,171-59.7% | $172,752-80.1% | $72,975-53.0% |
| Participation rate | 51.1% | 70.1%-19.0pp | 82.6%-31.5pp | 69.5%-18.4pp |
| Annual return | 19.50% | 27.32%-7.8pp | 802.97%-783.5pp | 81.01%-61.5pp |
| Employer contribution / active EE | $581 | $3,324-82.5% | $5,144-88.7% | $2,440-76.2% |
| Participant deferral / active EE | $3,364 | $3,260+3.2% | $5,198-35.3% | $3,608-6.7% |
| Admin fee / account holder | $403 | $5,880-93.1% | $13,955-97.1% | $5,124-92.1% |