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 | $27,091 | $27,936-3.0% | $58,561-53.7% | $75,173-64.0% |
| Participation rate | 46.7% | 38.8%+7.8pp | 50.9%-4.2pp | 67.2%-20.5pp |
| Annual return | 21.73% | 44.21%-22.5pp | 4251.33%-4229.6pp | 160.72%-139.0pp |
| Employer contribution / active EE | $606 | $670-9.5% | $1,053-42.5% | $2,671-77.3% |
| Participant deferral / active EE | $2,345 | $1,202+95.1% | $1,923+22.0% | $4,126-43.2% |
| Admin fee / account holder | $1,870 | $1,727+8.3% | $2,520-25.8% | $5,651-66.9% |