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 | $15,812 | $29,736-46.8% | $56,033-71.8% | $80,935-80.5% |
| Participation rate | 48.3% | 41.7%+6.6pp | 52.5%-4.2pp | 67.7%-19.4pp |
| Annual return | 15.26% | 35.28%-20.0pp | 1711.38%-1696.1pp | 35.66%-20.4pp |
| Employer contribution / active EE | $616 | $671-8.2% | $1,041-40.8% | $2,757-77.6% |
| Participant deferral / active EE | $2,199 | $1,228+79.0% | $1,954+12.6% | $4,299-48.8% |
| Admin fee / account holder | $1,531 | $2,434-37.1% | $2,827-45.8% | $6,924-77.9% |