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 | $17,972 | $106,247-83.1% | $96,515-81.4% | $139,466-87.1% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | 35.21% | 38.47%-3.3pp | 35.73%-0.5pp | 373.66%-338.5pp |
| Employer contribution / active EE | $1,370 | $4,106-66.6% | $3,740-63.4% | $4,754-71.2% |
| Participant deferral / active EE | $3,847 | $5,456-29.5% | $4,880-21.2% | $6,712-42.7% |
| Admin fee / account holder | $2,348 | $7,885-70.2% | $6,735-65.1% | $11,409-79.4% |