Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,871 | $29,319-1.5% | $52,425-44.9% | $82,448-65.0% |
| Participation rate | 19.3% | 46.9%-27.6pp | 55.6%-36.3pp | 68.1%-48.8pp |
| Annual return | 23.25% | 535.20%-512.0pp | 302.12%-278.9pp | 41.64%-18.4pp |
| Employer contribution / active EE | $454 | $586-22.6% | $914-50.3% | $2,551-82.2% |
| Participant deferral / active EE | $857 | $1,171-26.9% | $1,790-52.2% | $4,139-79.3% |
| Admin fee / account holder | $9,270 | $1,962+372.4% | $2,495+271.5% | $7,234+28.1% |