Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,535 | $61,816-57.1% | $97,260-72.7% | $80,935-67.2% |
| Participation rate | 38.8% | 63.5%-24.7pp | 72.7%-33.9pp | 67.7%-28.9pp |
| Annual return | 25.75% | -558.73%+584.5pp | 75.54%-49.8pp | 35.66%-9.9pp |
| Employer contribution / active EE | $1,395 | $1,836-24.0% | $2,721-48.7% | $2,757-49.4% |
| Participant deferral / active EE | $2,442 | $3,027-19.3% | $4,262-42.7% | $4,299-43.2% |
| Admin fee / account holder | $838 | $5,166-83.8% | $5,640-85.1% | $6,924-87.9% |