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 | $25,151 | $55,470-54.7% | $155,556-83.8% | $74,478-66.2% |
| Participation rate | 25.4% | 61.9%-36.5pp | 78.2%-52.8pp | 67.2%-41.8pp |
| Annual return | 12.65% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $374 | $2,267-83.5% | $4,675-92.0% | $2,626-85.8% |
| Participant deferral / active EE | $823 | $2,838-71.0% | $5,631-85.4% | $4,350-81.1% |
| Admin fee / account holder | $1,998 | $1,744+14.6% | $15,885-87.4% | $1,946+2.7% |