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 | $28,630 | $29,319-2.4% | $52,425-45.4% | $82,448-65.3% |
| Participation rate | 10.1% | 46.9%-36.7pp | 55.6%-45.5pp | 68.1%-57.9pp |
| Annual return | 27.77% | 535.20%-507.4pp | 302.12%-274.4pp | 41.64%-13.9pp |
| Employer contribution / active EE | $648 | $586+10.4% | $914-29.2% | $2,551-74.6% |
| Participant deferral / active EE | $984 | $1,171-16.0% | $1,790-45.0% | $4,139-76.2% |
| Admin fee / account holder | $4,161 | $1,962+112.1% | $2,495+66.8% | $7,234-42.5% |