Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,214 | $55,437-38.3% | $155,534-78.0% | $74,459-54.0% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.8pp | 67.2%-10.8pp |
| Annual return | 15.41% | 269.58%-254.2pp | 64.92%-49.5pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $1,123 | $2,266-50.4% | $4,675-76.0% | $2,626-57.2% |
| Participant deferral / active EE | $2,273 | $2,837-19.9% | $5,630-59.6% | $4,350-47.7% |
| Admin fee / account holder | $3,174 | $1,742+82.2% | $15,900-80.0% | $1,945+63.2% |