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 | $27,809 | $36,948-24.7% | $73,658-62.2% | $87,485-68.2% |
| Participation rate | 17.5% | 46.8%-29.3pp | 57.0%-39.5pp | 68.9%-51.4pp |
| Annual return | 82.25% | 28.64%+53.6pp | 29.72%+52.5pp | 26.06%+56.2pp |
| Employer contribution / active EE | $616 | $670-8.0% | $1,032-40.3% | $2,596-76.3% |
| Participant deferral / active EE | $873 | $1,379-36.7% | $2,062-57.7% | $4,274-79.6% |
| Admin fee / account holder | $9,835 | $2,531+288.6% | $3,357+193.0% | $7,775+26.5% |