Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,550 | $80,748-65.9% | $102,383-73.1% | $74,429-63.0% |
| Participation rate | 40.3% | 65.7%-25.4pp | 74.5%-34.2pp | 67.2%-26.9pp |
| Annual return | 15.30% | 27.57%-12.3pp | 24.94%-9.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $3,024 | $3,159-4.3% | $3,870-21.9% | $2,625+15.2% |
| Participant deferral / active EE | $2,129 | $3,861-44.9% | $5,060-57.9% | $4,348-51.0% |
| Admin fee / account holder | $15,630 | $2,371+559.3% | $8,391+86.3% | $1,944+703.9% |