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 | $56,955 | $85,060-33.0% | $70,565-19.3% | $139,487-59.2% |
| Participation rate | 47.1% | 73.9%-26.8pp | 68.4%-21.3pp | 80.3%-33.3pp |
| Annual return | 15.04% | 30.39%-15.4pp | 32.79%-17.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,058 | $3,912-72.9% | $2,976-64.4% | $4,755-77.7% |
| Participant deferral / active EE | $2,225 | $5,891-62.2% | $4,568-51.3% | $6,713-66.9% |
| Admin fee / account holder | $22,362 | $8,932+150.4% | $6,430+247.8% | $11,407+96.0% |