Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,531 | $51,606-42.8% | $129,339-77.2% | $80,911-63.5% |
| Participation rate | 40.5% | 57.0%-16.5pp | 69.6%-29.2pp | 67.6%-27.2pp |
| Annual return | 11.64% | 20.76%-9.1pp | 9437.05%-9425.4pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,111 | $1,582-29.8% | $4,154-73.3% | $2,756-59.7% |
| Participant deferral / active EE | $1,597 | $2,669-40.2% | $4,170-61.7% | $4,297-62.8% |
| Admin fee / account holder | $2,328 | $4,310-46.0% | $7,668-69.6% | $6,935-66.4% |