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 | $27,759 | $29,319-5.3% | $52,425-47.1% | $82,448-66.3% |
| Participation rate | 26.5% | 46.9%-20.3pp | 55.6%-29.1pp | 68.1%-41.6pp |
| Annual return | 22.01% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $743 | $586+26.7% | $914-18.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,012 | $1,171-13.6% | $1,790-43.5% | $4,139-75.6% |
| Admin fee / account holder | $1,047 | $1,962-46.7% | $2,495-58.0% | $7,234-85.5% |