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 | $14,440 | $145,884-90.1% | $62,029-76.7% | $145,884-90.1% |
| Participation rate | 60.0% | 80.3%-20.3pp | 69.8%-9.8pp | 80.3%-20.3pp |
| Annual return | 16.03% | 551.85%-535.8pp | 14.86%+1.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $854 | $4,662-81.7% | $2,723-68.6% | $4,662-81.7% |
| Participant deferral / active EE | $2,234 | $6,690-66.6% | $5,346-58.2% | $6,690-66.6% |
| Admin fee / account holder | $1,519 | $13,392-88.7% | $3,975-61.8% | $13,392-88.7% |