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 | $47,994 | $29,733+61.4% | $56,025-14.3% | $80,959-40.7% |
| Participation rate | 33.3% | 41.7%-8.4pp | 52.5%-19.2pp | 67.7%-34.3pp |
| Annual return | 17.38% | 35.28%-17.9pp | 1712.69%-1695.3pp | 35.67%-18.3pp |
| Employer contribution / active EE | $211 | $672-68.6% | $1,042-79.7% | $2,757-92.3% |
| Participant deferral / active EE | $1,736 | $1,229+41.2% | $1,955-11.2% | $4,300-59.6% |
| Admin fee / account holder | $4,925 | $2,434+102.4% | $2,828+74.1% | $6,925-28.9% |