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 | $28,292 | $41,016-31.0% | $152,093-81.4% | $64,097-55.9% |
| Participation rate | 32.4% | 51.3%-19.0pp | 77.8%-45.4pp | 55.2%-22.8pp |
| Annual return | 211.77% | 39.60%+172.2pp | 66.36%+145.4pp | 34.64%+177.1pp |
| Employer contribution / active EE | $414 | $1,342-69.2% | $4,175-90.1% | $1,891-78.1% |
| Participant deferral / active EE | $1,366 | $1,927-29.1% | $5,451-74.9% | $3,080-55.7% |
| Admin fee / account holder | $943 | $2,305-59.1% | $14,497-93.5% | $3,454-72.7% |