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 | $14,164 | $65,434-78.4% | $98,483-85.6% | $85,847-83.5% |
| Participation rate | 54.9% | 65.0%-10.1pp | 73.3%-18.4pp | 69.3%-14.4pp |
| Annual return | 16.07% | 21.75%-5.7pp | 1494.38%-1478.3pp | 318.61%-302.5pp |
| Employer contribution / active EE | $881 | $2,169-59.4% | $2,961-70.2% | $2,565-65.7% |
| Participant deferral / active EE | $1,807 | $3,168-43.0% | $4,276-57.7% | $3,952-54.3% |
| Admin fee / account holder | $802 | $4,595-82.6% | $5,953-86.5% | $6,261-87.2% |