Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,489 | $29,716+9.3% | $56,077-42.1% | $80,925-59.9% |
| Participation rate | 25.0% | 41.7%-16.7pp | 52.5%-27.5pp | 67.7%-42.7pp |
| Annual return | 22.44% | 35.30%-12.9pp | 1709.28%-1686.8pp | 35.65%-13.2pp |
| Employer contribution / active EE | $523 | $671-22.0% | $1,040-49.7% | $2,756-81.0% |
| Participant deferral / active EE | $658 | $1,228-46.5% | $1,954-66.3% | $4,299-84.7% |
| Admin fee / account holder | $1,091 | $2,432-55.1% | $2,825-61.4% | $6,940-84.3% |