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 | $11,590 | $29,733-61.0% | $56,025-79.3% | $80,959-85.7% |
| Participation rate | 57.7% | 41.7%+16.0pp | 52.5%+5.2pp | 67.7%-10.0pp |
| Annual return | 12.41% | 35.28%-22.9pp | 1712.69%-1700.3pp | 35.67%-23.3pp |
| Employer contribution / active EE | $607 | $672-9.7% | $1,042-41.7% | $2,757-78.0% |
| Participant deferral / active EE | $2,000 | $1,229+62.7% | $1,955+2.3% | $4,300-53.5% |
| Admin fee / account holder | $2,237 | $2,434-8.1% | $2,828-20.9% | $6,925-67.7% |