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 | $33,706 | $29,319+15.0% | $52,425-35.7% | $82,448-59.1% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 17.19% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $781 | $586+33.1% | $914-14.6% | $2,551-69.4% |
| Participant deferral / active EE | $1,036 | $1,171-11.5% | $1,790-42.1% | $4,139-75.0% |
| Admin fee / account holder | $5,014 | $1,962+155.5% | $2,495+101.0% | $7,234-30.7% |