Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,014 | $31,105-0.3% | $53,647-42.2% | $64,097-51.6% |
| Participation rate | 14.8% | 30.7%-15.9pp | 56.3%-41.5pp | 55.2%-40.4pp |
| Annual return | 14.82% | 22.54%-7.7pp | 358.33%-343.5pp | 34.64%-19.8pp |
| Employer contribution / active EE | $508 | $441+15.3% | $962-47.2% | $1,891-73.1% |
| Participant deferral / active EE | $957 | $896+6.8% | $1,813-47.2% | $3,080-68.9% |
| Admin fee / account holder | $7,114 | $2,195+224.1% | $2,460+189.2% | $3,454+105.9% |