Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,760 | $162,529-82.3% | $130,788-78.0% | $154,746-81.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 11.69% | 510.48%-498.8pp | 386.44%-374.8pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,406 | $4,447-68.4% | $3,558-60.5% | $4,379-67.9% |
| Participant deferral / active EE | $1,406 | $4,808-70.8% | $4,137-66.0% | $6,730-79.1% |
| Admin fee / account holder | $8,331 | $7,669+8.6% | $6,673+24.9% | $14,365-42.0% |