Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,751 | $111,830-82.3% | $93,696-78.9% | $145,884-86.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 12.95% | 204.08%-191.1pp | 133.74%-120.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $937 | $3,093-69.7% | $2,422-61.3% | $4,662-79.9% |
| Participant deferral / active EE | $2,443 | $4,920-50.3% | $4,417-44.7% | $6,690-63.5% |
| Admin fee / account holder | $388 | $10,249-96.2% | $8,287-95.3% | $13,392-97.1% |