Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,203 | $51,638-80.2% | $68,368-85.1% | $82,448-87.6% |
| Participation rate | 61.3% | 63.6%-2.3pp | 73.8%-12.5pp | 68.1%-6.8pp |
| Annual return | 16.03% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $584 | $2,047-71.4% | $2,649-77.9% | $2,551-77.1% |
| Participant deferral / active EE | $898 | $2,914-69.2% | $4,123-78.2% | $4,139-78.3% |
| Admin fee / account holder | $3,461 | $4,643-25.5% | $5,150-32.8% | $7,234-52.2% |