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 | $33,307 | $29,319+13.6% | $52,425-36.5% | $82,448-59.6% |
| Participation rate | 25.3% | 46.9%-21.6pp | 55.6%-30.3pp | 68.1%-42.8pp |
| Annual return | 17.96% | 535.20%-517.2pp | 302.12%-284.2pp | 41.64%-23.7pp |
| Employer contribution / active EE | $609 | $586+3.8% | $914-33.4% | $2,551-76.1% |
| Participant deferral / active EE | $666 | $1,171-43.2% | $1,790-62.8% | $4,139-83.9% |
| Admin fee / account holder | $3,016 | $1,962+53.7% | $2,495+20.9% | $7,234-58.3% |