Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,205 | $117,895-76.1% | $102,460-72.5% | $145,897-80.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.02% | 31.92%-12.9pp | 29.47%-10.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,868 | $3,619-48.4% | $3,025-38.2% | $4,663-59.9% |
| Participant deferral / active EE | $2,319 | $5,736-59.6% | $5,056-54.1% | $6,689-65.3% |
| Admin fee / account holder | $562 | $13,353-95.8% | $9,460-94.1% | $13,390-95.8% |