Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,468 | $96,678-87.1% | $86,640-85.6% | $139,466-91.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.10% | 106.69%-84.6pp | 592.52%-570.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,157 | $3,265-64.6% | $3,024-61.7% | $4,754-75.7% |
| Participant deferral / active EE | $1,927 | $4,837-60.2% | $4,438-56.6% | $6,712-71.3% |
| Admin fee / account holder | $1,632 | $6,410-74.5% | $5,616-70.9% | $11,409-85.7% |