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 | $36,171 | $29,736+21.6% | $56,033-35.4% | $80,935-55.3% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.7%-55.5pp |
| Annual return | 13.43% | 35.28%-21.8pp | 1711.38%-1697.9pp | 35.66%-22.2pp |
| Employer contribution / active EE | $553 | $671-17.6% | $1,041-46.8% | $2,757-79.9% |
| Participant deferral / active EE | $707 | $1,228-42.4% | $1,954-63.8% | $4,299-83.6% |
| Admin fee / account holder | $1,184 | $2,434-51.4% | $2,827-58.1% | $6,924-82.9% |