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 | $27,934 | $96,388-71.0% | $80,627-65.4% | $139,466-80.0% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.7pp | 80.3%-11.6pp |
| Annual return | 17.47% | 1352.08%-1334.6pp | 936.76%-919.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $971 | $3,260-70.2% | $2,723-64.3% | $4,754-79.6% |
| Participant deferral / active EE | $3,956 | $5,224-24.3% | $4,443-11.0% | $6,712-41.1% |
| Admin fee / account holder | $2,833 | $6,603-57.1% | $5,381-47.4% | $11,409-75.2% |