Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,095 | $28,624+22.6% | $53,647-34.6% | $82,637-57.5% |
| Participation rate | 27.1% | 47.3%-20.2pp | 56.3%-29.2pp | 68.1%-41.0pp |
| Annual return | 15.39% | 664.98%-649.6pp | 358.33%-342.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,564 | $637+145.7% | $962+62.6% | $2,552-38.7% |
| Participant deferral / active EE | $2,734 | $1,196+128.5% | $1,813+50.8% | $4,126-33.7% |
| Admin fee / account holder | $3,666 | $2,022+81.3% | $2,460+49.0% | $7,339-50.0% |