Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,596 | $29,716+87.1% | $56,077-0.9% | $80,925-31.3% |
| Participation rate | 31.6% | 41.7%-10.1pp | 52.5%-20.9pp | 67.7%-36.1pp |
| Annual return | 15.24% | 35.30%-20.1pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $521 | $671-22.3% | $1,040-49.9% | $2,756-81.1% |
| Participant deferral / active EE | $2,187 | $1,228+78.0% | $1,954+11.9% | $4,299-49.1% |
| Admin fee / account holder | $1,233 | $2,432-49.3% | $2,825-56.3% | $6,940-82.2% |