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 | $25,118 | $29,670-15.3% | $56,054-55.2% | $80,911-69.0% |
| Participation rate | 12.8% | 41.7%-28.9pp | 52.5%-39.7pp | 67.6%-54.9pp |
| Annual return | 22.45% | 35.24%-12.8pp | 1705.95%-1683.5pp | 35.63%-13.2pp |
| Employer contribution / active EE | $507 | $670-24.3% | $1,039-51.2% | $2,756-81.6% |
| Participant deferral / active EE | $599 | $1,227-51.2% | $1,952-69.3% | $4,297-86.1% |
| Admin fee / account holder | $378 | $2,431-84.4% | $2,822-86.6% | $6,935-94.5% |