Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,827 | $29,667-36.5% | $56,441-66.6% | $80,874-76.7% |
| Participation rate | 41.7% | 41.7%0pp | 52.5%-10.8pp | 67.6%-26.0pp |
| Annual return | 14.68% | 35.22%-20.5pp | 1704.21%-1689.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $999 | $669+49.2% | $1,039-3.9% | $2,756-63.8% |
| Participant deferral / active EE | $2,192 | $1,227+78.7% | $1,953+12.3% | $4,297-49.0% |
| Admin fee / account holder | $4,080 | $2,429+68.0% | $2,829+44.2% | $6,935-41.2% |