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 | $19,843 | $160,070-87.6% | $147,117-86.5% | $145,897-86.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.87% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,542 | $5,285-70.8% | $4,932-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $4,184 | $8,419-50.3% | $8,065-48.1% | $6,689-37.5% |
| Admin fee / account holder | $606 | $15,035-96.0% | $12,993-95.3% | $13,390-95.5% |