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 | $19,814 | $29,716-33.3% | $56,077-64.7% | $80,925-75.5% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 16.76% | 35.30%-18.5pp | 1709.28%-1692.5pp | 35.65%-18.9pp |
| Employer contribution / active EE | $760 | $671+13.3% | $1,040-26.9% | $2,756-72.4% |
| Participant deferral / active EE | $2,452 | $1,228+99.6% | $1,954+25.5% | $4,299-43.0% |
| Admin fee / account holder | $834 | $2,432-65.7% | $2,825-70.5% | $6,940-88.0% |