Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,612 | $29,319+14.6% | $52,425-35.9% | $82,448-59.2% |
| Participation rate | 21.9% | 46.9%-24.9pp | 55.6%-33.7pp | 68.1%-46.2pp |
| Annual return | 23.40% | 535.20%-511.8pp | 302.12%-278.7pp | 41.64%-18.2pp |
| Employer contribution / active EE | $532 | $586-9.3% | $914-41.8% | $2,551-79.2% |
| Participant deferral / active EE | $1,227 | $1,171+4.8% | $1,790-31.5% | $4,139-70.4% |
| Admin fee / account holder | $377 | $1,962-80.8% | $2,495-84.9% | $7,234-94.8% |