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 | $22,502 | $29,733-24.3% | $56,025-59.8% | $80,959-72.2% |
| Participation rate | 31.0% | 41.7%-10.8pp | 52.5%-21.6pp | 67.7%-36.7pp |
| Annual return | 10.68% | 35.28%-24.6pp | 1712.69%-1702.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $784 | $672+16.7% | $1,042-24.7% | $2,757-71.6% |
| Participant deferral / active EE | $1,094 | $1,229-11.0% | $1,955-44.0% | $4,300-74.6% |
| Admin fee / account holder | $1,500 | $2,434-38.4% | $2,828-47.0% | $6,925-78.3% |