Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,023 | $29,736+21.1% | $56,033-35.7% | $80,935-55.5% |
| Participation rate | 15.2% | 41.7%-26.5pp | 52.5%-37.3pp | 67.7%-52.4pp |
| Annual return | 16.27% | 35.28%-19.0pp | 1711.38%-1695.1pp | 35.66%-19.4pp |
| Employer contribution / active EE | $381 | $671-43.3% | $1,041-63.4% | $2,757-86.2% |
| Participant deferral / active EE | $1,167 | $1,228-5.0% | $1,954-40.3% | $4,299-72.8% |
| Admin fee / account holder | $925 | $2,434-62.0% | $2,827-67.3% | $6,924-86.6% |