Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,119 | $99,053-91.8% | $88,179-90.8% | $138,895-94.2% |
| Participation rate | 46.7% | 74.2%-27.6pp | 69.1%-22.5pp | 79.9%-33.3pp |
| Annual return | 12.92% | 78.17%-65.2pp | 64.97%-52.0pp | 145.39%-132.5pp |
| Employer contribution / active EE | $984 | $2,882-65.9% | $2,549-61.4% | $4,194-76.5% |
| Participant deferral / active EE | $1,779 | $5,225-66.0% | $4,614-61.4% | $6,396-72.2% |
| Admin fee / account holder | $8,469 | $8,748-3.2% | $7,673+10.4% | $12,562-32.6% |