Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,787 | $67,823-51.7% | $52,425-37.5% | $137,256-76.1% |
| Participation rate | 54.5% | 63.9%-9.4pp | 55.6%-1.1pp | 80.0%-25.4pp |
| Annual return | 13.64% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.7pp |
| Employer contribution / active EE | $805 | $1,163-30.7% | $914-11.9% | $4,156-80.6% |
| Participant deferral / active EE | $1,129 | $2,288-50.7% | $1,790-37.0% | $6,407-82.4% |
| Admin fee / account holder | $2,411 | $2,844-15.2% | $2,495-3.4% | $12,270-80.4% |