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 | $26,994 | $111,785-75.9% | $93,669-71.2% | $145,877-81.5% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 9.69% | 203.79%-194.1pp | 133.59%-123.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,021 | $3,096-2.4% | $2,424+24.7% | $4,663-35.2% |
| Participant deferral / active EE | $3,034 | $4,919-38.3% | $4,416-31.3% | $6,691-54.7% |
| Admin fee / account holder | $4,731 | $10,256-53.9% | $8,291-42.9% | $13,402-64.7% |