Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,725 | $29,525+14.2% | $56,033-39.8% | $77,736-56.6% |
| Participation rate | 23.6% | 32.7%-9.0pp | 52.5%-28.8pp | 70.6%-46.9pp |
| Annual return | 12.23% | 18.90%-6.7pp | 1711.38%-1699.1pp | 31.26%-19.0pp |
| Employer contribution / active EE | $324 | $569-43.0% | $1,041-68.8% | $2,728-88.1% |
| Participant deferral / active EE | $1,037 | $1,062-2.3% | $1,954-46.9% | $4,651-77.7% |
| Admin fee / account holder | $3,132 | $1,040+201.2% | $2,827+10.8% | $433+622.9% |