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 | $29,301 | $111,785-73.8% | $93,669-68.7% | $145,877-79.9% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 13.44% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $827 | $3,096-73.3% | $2,424-65.9% | $4,663-82.3% |
| Participant deferral / active EE | $1,798 | $4,919-63.4% | $4,416-59.3% | $6,691-73.1% |
| Admin fee / account holder | $5,500 | $10,256-46.4% | $8,291-33.7% | $13,402-59.0% |