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 | $58,778-47.2% | $129,295-76.0% | $77,671-60.0% |
| Participation rate | 20.9% | 59.2%-38.4pp | 69.6%-48.7pp | 70.6%-49.7pp |
| Annual return | 16.89% | 24.73%-7.8pp | 9429.28%-9412.4pp | 31.21%-14.3pp |
| Employer contribution / active EE | $802 | $1,952-58.9% | $4,157-80.7% | $2,726-70.6% |
| Participant deferral / active EE | $1,674 | $3,212-47.9% | $4,169-59.8% | $4,648-64.0% |
| Admin fee / account holder | $1,056 | $589+79.1% | $7,665-86.2% | $430+145.4% |