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 | $16,106 | $29,667-45.7% | $56,441-71.5% | $80,874-80.1% |
| Participation rate | 40.0% | 41.7%-1.7pp | 52.5%-12.5pp | 67.6%-27.6pp |
| Annual return | 22.25% | 35.22%-13.0pp | 1704.21%-1682.0pp | 35.62%-13.4pp |
| Employer contribution / active EE | $1,039 | $669+55.2% | $1,0390% | $2,756-62.3% |
| Participant deferral / active EE | $1,606 | $1,227+30.9% | $1,953-17.8% | $4,297-62.6% |
| Admin fee / account holder | $1,721 | $2,429-29.2% | $2,829-39.2% | $6,935-75.2% |