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 | $28,536 | $100,262-71.5% | $81,370-64.9% | $145,897-80.4% |
| Participation rate | 52.6% | 74.3%-21.6pp | 69.5%-16.9pp | 80.3%-27.7pp |
| Annual return | 11.99% | 34.52%-22.5pp | 24.85%-12.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $550 | $2,979-81.5% | $2,464-77.7% | $4,663-88.2% |
| Participant deferral / active EE | $1,639 | $4,612-64.5% | $3,885-57.8% | $6,689-75.5% |
| Admin fee / account holder | $1,806 | $8,163-77.9% | $5,749-68.6% | $13,390-86.5% |