Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,294 | $29,716-14.9% | $56,077-54.9% | $80,925-68.7% |
| Participation rate | 37.9% | 41.7%-3.8pp | 52.5%-14.6pp | 67.7%-29.7pp |
| Annual return | 11.47% | 35.30%-23.8pp | 1709.28%-1697.8pp | 35.65%-24.2pp |
| Employer contribution / active EE | $736 | $671+9.6% | $1,040-29.3% | $2,756-73.3% |
| Participant deferral / active EE | $762 | $1,228-38.0% | $1,954-61.0% | $4,299-82.3% |
| Admin fee / account holder | $867 | $2,432-64.3% | $2,825-69.3% | $6,940-87.5% |