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 | $35,588 | $55,472-35.8% | $155,567-77.1% | $74,546-52.3% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.5pp | 67.2%-25.5pp |
| Annual return | 15.79% | 268.72%-252.9pp | 64.74%-48.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $642 | $2,269-71.7% | $4,674-86.3% | $2,624-75.5% |
| Participant deferral / active EE | $2,303 | $2,838-18.9% | $5,628-59.1% | $4,347-47.0% |
| Admin fee / account holder | $3,208 | $1,743+84.1% | $15,916-79.8% | $1,944+65.0% |