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 | $11,159 | $100,262-88.9% | $81,370-86.3% | $145,897-92.4% |
| Participation rate | 47.8% | 74.3%-26.5pp | 69.5%-21.7pp | 80.3%-32.5pp |
| Annual return | 14.85% | 34.52%-19.7pp | 24.85%-10.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,954 | $2,979-34.4% | $2,464-20.7% | $4,663-58.1% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,224 | $8,163-36.0% | $5,749-9.1% | $13,390-61.0% |