Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,535 | $55,472-54.0% | $155,567-83.6% | $74,546-65.7% |
| Participation rate | 20.9% | 61.9%-41.1pp | 78.2%-57.3pp | 67.2%-46.4pp |
| Annual return | 14.56% | 268.72%-254.2pp | 64.74%-50.2pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $567 | $2,269-75.0% | $4,674-87.9% | $2,624-78.4% |
| Participant deferral / active EE | $983 | $2,838-65.4% | $5,628-82.5% | $4,347-77.4% |
| Admin fee / account holder | $730 | $1,743-58.1% | $15,916-95.4% | $1,944-62.4% |