Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,076 | $102,638-79.5% | $81,982-74.3% | $158,982-86.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 36.08% | 61.05%-25.0pp | 41.31%-5.2pp | 302.99%-266.9pp |
| Employer contribution / active EE | $1,349 | $3,241-58.4% | $2,498-46.0% | $4,763-71.7% |
| Participant deferral / active EE | $4,384 | $4,649-5.7% | $3,722+17.8% | $5,983-26.7% |
| Admin fee / account holder | $764 | $8,237-90.7% | $5,665-86.5% | $11,252-93.2% |