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 | $30,304 | $27,936+8.5% | $58,561-48.3% | $75,173-59.7% |
| Participation rate | 24.0% | 38.8%-14.8pp | 50.9%-26.9pp | 67.2%-43.2pp |
| Annual return | 29.41% | 44.21%-14.8pp | 4251.33%-4221.9pp | 160.72%-131.3pp |
| Employer contribution / active EE | $664 | $670-0.9% | $1,053-37.0% | $2,671-75.1% |
| Participant deferral / active EE | $2,378 | $1,202+97.8% | $1,923+23.6% | $4,126-42.4% |
| Admin fee / account holder | $6,668 | $1,727+286.2% | $2,520+164.6% | $5,651+18.0% |