Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,779 | $28,624-3.0% | $53,647-48.2% | $82,637-66.4% |
| Participation rate | 34.5% | 47.3%-12.8pp | 56.3%-21.8pp | 68.1%-33.6pp |
| Annual return | 19.86% | 664.98%-645.1pp | 358.33%-338.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $724 | $637+13.7% | $962-24.8% | $2,552-71.6% |
| Participant deferral / active EE | $1,197 | $1,196+0.1% | $1,813-34.0% | $4,126-71.0% |
| Admin fee / account holder | $730 | $2,022-63.9% | $2,460-70.3% | $7,339-90.1% |