Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,889 | $55,446-55.1% | $155,574-84.0% | $74,429-66.6% |
| Participation rate | 44.1% | 61.9%-17.8pp | 78.2%-34.1pp | 67.2%-23.1pp |
| Annual return | 12.27% | 269.20%-256.9pp | 64.87%-52.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $838 | $2,266-63.0% | $4,676-82.1% | $2,625-68.1% |
| Participant deferral / active EE | $2,410 | $2,836-15.0% | $5,629-57.2% | $4,348-44.6% |
| Admin fee / account holder | $2,432 | $1,743+39.6% | $15,914-84.7% | $1,944+25.1% |