Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,550 | $99,053-84.3% | $88,179-82.4% | $138,895-88.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 18.25% | 78.17%-59.9pp | 64.97%-46.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $903 | $2,882-68.7% | $2,549-64.6% | $4,194-78.5% |
| Participant deferral / active EE | $2,167 | $5,225-58.5% | $4,614-53.0% | $6,396-66.1% |
| Admin fee / account holder | $480 | $8,748-94.5% | $7,673-93.7% | $12,562-96.2% |