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 | $61,569 | $77,670-20.7% | $125,529-51.0% | $65,306-5.7% |
| Participation rate | 42.1% | 63.2%-21.1pp | 74.7%-32.6pp | 57.7%-15.6pp |
| Annual return | 15.97% | 15.16%+0.8pp | 202.56%-186.6pp | 21.94%-6.0pp |
| Employer contribution / active EE | $1,044 | $2,099-50.3% | $3,058-65.9% | $1,967-46.9% |
| Participant deferral / active EE | $1,651 | $3,095-46.7% | $4,813-65.7% | $2,959-44.2% |
| Admin fee / account holder | $5,678 | $3,598+57.8% | $16,298-65.2% | $3,480+63.2% |