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 | $18,489 | $105,856-82.5% | $90,161-79.5% | $147,586-87.5% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 12.76% | 37.63%-24.9pp | 34.89%-22.1pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,089 | $4,126-73.6% | $3,318-67.2% | $4,876-77.7% |
| Participant deferral / active EE | $2,818 | $5,733-50.9% | $5,287-46.7% | $5,439-48.2% |
| Admin fee / account holder | $22,663 | $8,046+181.7% | $5,943+281.3% | $10,886+108.2% |