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 | $29,807 | $100,073-70.2% | $85,126-65.0% | $145,877-79.6% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 18.33% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,140 | $3,236-64.8% | $2,731-58.2% | $4,663-75.5% |
| Participant deferral / active EE | $4,040 | $5,294-23.7% | $4,523-10.7% | $6,691-39.6% |
| Admin fee / account holder | $17,492 | $7,261+140.9% | $6,160+183.9% | $13,402+30.5% |