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 | $38,277 | $91,198-58.0% | $178,503-78.6% | $79,856-52.1% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 19.47% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,956 | $3,257-39.9% | $5,011-61.0% | $2,471-20.9% |
| Participant deferral / active EE | $3,951 | $3,237+22.1% | $5,202-24.1% | $3,741+5.6% |
| Admin fee / account holder | $426 | $6,748-93.7% | $13,987-97.0% | $5,306-92.0% |