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 | $14,156 | $111,535-87.3% | $105,223-86.5% | $137,256-89.7% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 18.67% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,381 | $3,939-39.6% | $3,689-35.5% | $4,156-42.7% |
| Participant deferral / active EE | $3,762 | $5,500-31.6% | $5,072-25.8% | $6,407-41.3% |
| Admin fee / account holder | $516 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |