Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,345 | $29,733+18.9% | $56,025-36.9% | $80,959-56.3% |
| Participation rate | 25.8% | 41.7%-15.9pp | 52.5%-26.7pp | 67.7%-41.9pp |
| Annual return | 21.31% | 35.28%-14.0pp | 1712.69%-1691.4pp | 35.67%-14.4pp |
| Employer contribution / active EE | $423 | $672-37.0% | $1,042-59.4% | $2,757-84.7% |
| Participant deferral / active EE | $2,102 | $1,229+71.0% | $1,955+7.5% | $4,300-51.1% |
| Admin fee / account holder | $2,918 | $2,434+19.9% | $2,828+3.2% | $6,925-57.9% |