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 | $51,330 | $57,312-10.4% | $86,617-40.7% | $75,181-31.7% |
| Participation rate | 36.4% | 63.2%-26.8pp | 71.7%-35.3pp | 67.2%-30.8pp |
| Annual return | 17.00% | 2672.78%-2655.8pp | 591.91%-574.9pp | 160.69%-143.7pp |
| Employer contribution / active EE | $1,368 | $2,315-40.9% | $3,023-54.8% | $2,671-48.8% |
| Participant deferral / active EE | $4,685 | $3,319+41.2% | $4,437+5.6% | $4,126+13.6% |
| Admin fee / account holder | $7,018 | $4,114+70.6% | $5,613+25.0% | $5,650+24.2% |