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 | $56,694 | $29,716+90.8% | $56,077+1.1% | $80,925-29.9% |
| Participation rate | 11.3% | 41.7%-30.4pp | 52.5%-41.2pp | 67.7%-56.4pp |
| Annual return | 21.82% | 35.30%-13.5pp | 1709.28%-1687.5pp | 35.65%-13.8pp |
| Employer contribution / active EE | $242 | $671-64.0% | $1,040-76.8% | $2,756-91.2% |
| Participant deferral / active EE | $640 | $1,228-47.9% | $1,954-67.2% | $4,299-85.1% |
| Admin fee / account holder | $3,711 | $2,432+52.6% | $2,825+31.4% | $6,940-46.5% |