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 | $44,639 | $98,240-54.6% | $82,312-45.8% | $147,586-69.8% |
| Participation rate | 65.2% | 79.7%-14.5pp | 76.9%-11.7pp | 82.8%-17.6pp |
| Annual return | 10.22% | 30.85%-20.6pp | 25.88%-15.7pp | 578.59%-568.4pp |
| Employer contribution / active EE | $2,282 | $3,192-28.5% | $2,428-6.0% | $4,876-53.2% |
| Participant deferral / active EE | $2,586 | $4,383-41.0% | $3,706-30.2% | $5,439-52.5% |
| Admin fee / account holder | $7,957 | $8,563-7.1% | $5,608+41.9% | $10,886-26.9% |