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 | $31,392 | $70,121-55.2% | $63,803-50.8% | $138,895-77.4% |
| Participation rate | 42.9% | 77.2%-34.4pp | 72.7%-29.8pp | 79.9%-37.1pp |
| Annual return | 17.83% | 946.48%-928.7pp | 543.72%-525.9pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,198 | $2,882-58.4% | $2,532-52.7% | $4,194-71.4% |
| Participant deferral / active EE | $2,515 | $4,535-44.5% | $3,843-34.5% | $6,396-60.7% |
| Admin fee / account holder | $364 | $6,738-94.6% | $5,196-93.0% | $12,562-97.1% |