Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,041 | $58,969-47.4% | $129,406-76.0% | $77,762-60.1% |
| Participation rate | 20.9% | 59.5%-38.6pp | 69.6%-48.8pp | 70.6%-49.7pp |
| Annual return | 16.89% | 24.78%-7.9pp | 9468.18%-9451.3pp | 31.27%-14.4pp |
| Employer contribution / active EE | $802 | $1,959-59.1% | $4,155-80.7% | $2,728-70.6% |
| Participant deferral / active EE | $1,674 | $3,224-48.1% | $4,167-59.8% | $4,651-64.0% |
| Admin fee / account holder | $1,056 | $593+78.1% | $7,689-86.3% | $433+143.9% |