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 | $31,641 | $29,716+6.5% | $56,077-43.6% | $80,925-60.9% |
| Participation rate | 48.1% | 41.7%+6.5pp | 52.5%-4.4pp | 67.7%-19.5pp |
| Annual return | 11.17% | 35.30%-24.1pp | 1709.28%-1698.1pp | 35.65%-24.5pp |
| Employer contribution / active EE | $885 | $671+31.9% | $1,040-14.9% | $2,756-67.9% |
| Participant deferral / active EE | $2,923 | $1,228+137.9% | $1,954+49.6% | $4,299-32.0% |
| Admin fee / account holder | $953 | $2,432-60.8% | $2,825-66.3% | $6,940-86.3% |