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 | $18,978 | $183,592-89.7% | $155,574-87.8% | $145,877-87.0% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | 10.37% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,278 | $5,317-57.1% | $4,676-51.3% | $4,663-51.1% |
| Participant deferral / active EE | $4,919 | $6,466-23.9% | $5,629-12.6% | $6,691-26.5% |
| Admin fee / account holder | $21,571 | $19,316+11.7% | $15,914+35.5% | $13,402+60.9% |