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 | $51,324 | $75,832-32.3% | $147,617-65.2% | $59,633-13.9% |
| Participation rate | 32.1% | 71.6%-39.4pp | 84.6%-52.5pp | 68.7%-36.5pp |
| Annual return | 1.67% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $579 | $3,485-83.4% | $5,564-89.6% | $2,203-73.7% |
| Participant deferral / active EE | $1,798 | $3,131-42.6% | $4,895-63.3% | $3,192-43.7% |
| Admin fee / account holder | $4,125 | $5,986-31.1% | $11,612-64.5% | $4,297-4.0% |