Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,146 | $61,125-70.3% | $94,057-80.7% | $87,485-79.3% |
| Participation rate | 58.6% | 64.1%-5.4pp | 73.3%-14.7pp | 68.9%-10.3pp |
| Annual return | 18.32% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.7pp |
| Employer contribution / active EE | $661 | $2,136-69.0% | $2,933-77.4% | $2,596-74.5% |
| Participant deferral / active EE | $1,474 | $3,260-54.8% | $4,709-68.7% | $4,274-65.5% |
| Admin fee / account holder | $878 | $5,629-84.4% | $7,244-87.9% | $7,775-88.7% |