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 | $24,986 | $167,362-85.1% | $143,799-82.6% | $134,532-81.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 12.07% | 0.47%+11.6pp | -0.04%+12.1pp | 418.27%-406.2pp |
| Employer contribution / active EE | $1,863 | $5,620-66.9% | $4,952-62.4% | $4,741-60.7% |
| Participant deferral / active EE | $4,449 | $6,447-31.0% | $5,638-21.1% | $6,401-30.5% |
| Admin fee / account holder | $316 | $18,094-98.3% | $14,677-97.8% | $11,429-97.2% |