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 | $34,474 | $29,716+16.0% | $56,077-38.5% | $80,925-57.4% |
| Participation rate | 26.2% | 41.7%-15.5pp | 52.5%-26.3pp | 67.7%-41.5pp |
| Annual return | 13.17% | 35.30%-22.1pp | 1709.28%-1696.1pp | 35.65%-22.5pp |
| Employer contribution / active EE | $508 | $671-24.2% | $1,040-51.1% | $2,756-81.6% |
| Participant deferral / active EE | $1,696 | $1,228+38.0% | $1,954-13.2% | $4,299-60.6% |
| Admin fee / account holder | $1,367 | $2,432-43.8% | $2,825-51.6% | $6,940-80.3% |