Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,541 | $107,363-78.1% | $92,909-74.7% | $152,897-84.6% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.5%-37.5pp |
| Annual return | 19.32% | 145.63%-126.3pp | 109.44%-90.1pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,550 | $4,222-63.3% | $3,653-57.6% | $4,764-67.5% |
| Participant deferral / active EE | $2,491 | $4,848-48.6% | $4,238-41.2% | $5,851-57.4% |
| Admin fee / account holder | $1,489 | $7,082-79.0% | $5,795-74.3% | $11,599-87.2% |