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 | $37,083 | $29,319+26.5% | $52,425-29.3% | $82,448-55.0% |
| Participation rate | 11.3% | 46.9%-35.6pp | 55.6%-44.3pp | 68.1%-56.8pp |
| Annual return | 18.60% | 535.20%-516.6pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $125 | $586-78.7% | $914-86.3% | $2,551-95.1% |
| Participant deferral / active EE | $484 | $1,171-58.7% | $1,790-73.0% | $4,139-88.3% |
| Admin fee / account holder | $499 | $1,962-74.6% | $2,495-80.0% | $7,234-93.1% |