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 | $22,555 | $45,123-50.0% | $85,240-73.5% | $74,478-69.7% |
| Participation rate | 34.3% | 49.4%-15.1pp | 67.5%-33.3pp | 67.2%-33.0pp |
| Annual return | 19.52% | 26.32%-6.8pp | 66.75%-47.2pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $466 | $1,459-68.1% | $2,735-83.0% | $2,626-82.3% |
| Participant deferral / active EE | $1,053 | $2,736-61.5% | $4,527-76.7% | $4,350-75.8% |
| Admin fee / account holder | $1,696 | $2,215-23.4% | $6,165-72.5% | $1,946-12.8% |