Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,166 | $55,470-47.4% | $155,556-81.3% | $74,478-60.8% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.8pp | 67.2%-12.7pp |
| Annual return | 32.51% | 269.80%-237.3pp | 64.84%-32.3pp | 1370.56%-1338.1pp |
| Employer contribution / active EE | $1,048 | $2,267-53.8% | $4,675-77.6% | $2,626-60.1% |
| Participant deferral / active EE | $2,353 | $2,838-17.1% | $5,631-58.2% | $4,350-45.9% |
| Admin fee / account holder | $5,967 | $1,744+242.1% | $15,885-62.4% | $1,946+206.7% |