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 | $49,879 | $58,726-15.1% | $142,898-65.1% | $85,851-41.9% |
| Participation rate | 53.1% | 58.5%-5.4pp | 72.0%-18.9pp | 69.3%-16.3pp |
| Annual return | 12.68% | 27.73%-15.1pp | 5639.64%-5627.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $688 | $1,424-51.7% | $4,146-83.4% | $2,565-73.2% |
| Participant deferral / active EE | $2,383 | $2,609-8.7% | $3,838-37.9% | $3,952-39.7% |
| Admin fee / account holder | $10,696 | $4,234+152.6% | $6,560+63.0% | $6,261+70.8% |