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 | $34,893 | $79,181-55.9% | $102,423-65.9% | $74,429-53.1% |
| Participation rate | 45.6% | 74.8%-29.2pp | 76.5%-30.9pp | 67.2%-21.6pp |
| Annual return | 15.96% | 54.97%-39.0pp | 29.42%-13.5pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $1,268 | $2,362-46.3% | $3,023-58.1% | $2,625-51.7% |
| Participant deferral / active EE | $2,253 | $4,416-49.0% | $5,054-55.4% | $4,348-48.2% |
| Admin fee / account holder | $4,920 | $2,002+145.8% | $9,455-48.0% | $1,944+153.0% |