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 | $35,914 | $29,733+20.8% | $56,025-35.9% | $80,959-55.6% |
| Participation rate | 21.3% | 41.7%-20.4pp | 52.5%-31.2pp | 67.7%-46.4pp |
| Annual return | 10.89% | 35.28%-24.4pp | 1712.69%-1701.8pp | 35.67%-24.8pp |
| Employer contribution / active EE | $278 | $672-58.6% | $1,042-73.3% | $2,757-89.9% |
| Participant deferral / active EE | $1,222 | $1,229-0.6% | $1,955-37.5% | $4,300-71.6% |
| Admin fee / account holder | $1,186 | $2,434-51.3% | $2,828-58.1% | $6,925-82.9% |