Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,151 | $104,694-88.4% | $85,709-85.8% | $167,536-92.7% |
| Participation rate | 45.0% | 76.4%-31.4pp | 69.9%-24.9pp | 82.1%-37.1pp |
| Annual return | 19.47% | 21.45%-2.0pp | 21.49%-2.0pp | 478.82%-459.4pp |
| Employer contribution / active EE | $1,210 | $3,337-63.7% | $2,619-53.8% | $4,839-75.0% |
| Participant deferral / active EE | $2,730 | $4,826-43.4% | $3,924-30.4% | $6,342-57.0% |
| Admin fee / account holder | $587 | $10,035-94.2% | $6,876-91.5% | $12,315-95.2% |