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 | $25,379 | $29,716-14.6% | $56,077-54.7% | $80,925-68.6% |
| Participation rate | 44.8% | 41.7%+3.1pp | 52.5%-7.7pp | 67.7%-22.8pp |
| Annual return | 25.48% | 35.30%-9.8pp | 1709.28%-1683.8pp | 35.65%-10.2pp |
| Employer contribution / active EE | $1,286 | $671+91.6% | $1,040+23.6% | $2,756-53.4% |
| Participant deferral / active EE | $2,621 | $1,228+113.4% | $1,954+34.2% | $4,299-39.0% |
| Admin fee / account holder | $979 | $2,432-59.8% | $2,825-65.4% | $6,940-85.9% |