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 | $27,004 | $54,717-50.6% | $86,216-68.7% | $71,511-62.2% |
| Participation rate | 32.5% | 60.1%-27.6pp | 69.0%-36.5pp | 67.9%-35.4pp |
| Annual return | 39.49% | 20.07%+19.4pp | 1169.42%-1129.9pp | 28.86%+10.6pp |
| Employer contribution / active EE | $439 | $1,267-65.3% | $2,382-81.6% | $2,589-83.0% |
| Participant deferral / active EE | $1,593 | $3,110-48.8% | $3,986-60.0% | $4,291-62.9% |
| Admin fee / account holder | $624 | $1,922-67.5% | $6,853-90.9% | $1,588-60.7% |