Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,820 | $29,319-63.1% | $52,425-79.4% | $82,448-86.9% |
| Participation rate | 55.4% | 46.9%+8.5pp | 55.6%-0.2pp | 68.1%-12.7pp |
| Annual return | 22.94% | 535.20%-512.3pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $783 | $586+33.5% | $914-14.4% | $2,551-69.3% |
| Participant deferral / active EE | $1,941 | $1,171+65.7% | $1,790+8.4% | $4,139-53.1% |
| Admin fee / account holder | $403 | $1,962-79.4% | $2,495-83.8% | $7,234-94.4% |