Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,489 | $100,203-81.5% | $85,240-78.3% | $145,897-87.3% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.9pp |
| Annual return | 25.24% | 84.28%-59.0pp | 66.75%-41.5pp | 552.29%-527.1pp |
| Employer contribution / active EE | $507 | $3,242-84.4% | $2,735-81.5% | $4,663-89.1% |
| Participant deferral / active EE | $1,177 | $5,299-77.8% | $4,527-74.0% | $6,689-82.4% |
| Admin fee / account holder | $700 | $7,265-90.4% | $6,165-88.6% | $13,390-94.8% |