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 | $15,079 | $70,121-78.5% | $63,803-76.4% | $138,895-89.1% |
| Participation rate | 52.4% | 77.2%-24.8pp | 72.7%-20.3pp | 79.9%-27.5pp |
| Annual return | 14.27% | 946.48%-932.2pp | 543.72%-529.5pp | 145.39%-131.1pp |
| Employer contribution / active EE | $784 | $2,882-72.8% | $2,532-69.0% | $4,194-81.3% |
| Participant deferral / active EE | $1,284 | $4,535-71.7% | $3,843-66.6% | $6,396-79.9% |
| Admin fee / account holder | $2,270 | $6,738-66.3% | $5,196-56.3% | $12,562-81.9% |