Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,521 | $77,419-74.8% | $69,461-71.9% | $152,885-87.2% |
| Participation rate | 45.0% | 78.1%-33.1pp | 74.6%-29.6pp | 82.5%-37.5pp |
| Annual return | 25.85% | 39.07%-13.2pp | 28.97%-3.1pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,874 | $3,315-43.5% | $2,779-32.6% | $4,763-60.7% |
| Participant deferral / active EE | $2,346 | $4,414-46.8% | $3,536-33.7% | $5,851-59.9% |
| Admin fee / account holder | $1,439 | $6,207-76.8% | $3,840-62.5% | $11,598-87.6% |