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 | $31,700 | $29,667+6.9% | $56,441-43.8% | $80,874-60.8% |
| Participation rate | 28.1% | 41.7%-13.6pp | 52.5%-24.4pp | 67.6%-39.6pp |
| Annual return | 12.58% | 35.22%-22.6pp | 1704.21%-1691.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,058 | $669+58.1% | $1,039+1.8% | $2,756-61.6% |
| Participant deferral / active EE | $1,297 | $1,227+5.7% | $1,953-33.6% | $4,297-69.8% |
| Admin fee / account holder | $1,855 | $2,429-23.6% | $2,829-34.4% | $6,935-73.3% |