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 | $16,158 | $48,314-66.6% | $67,561-76.1% | $80,925-80.0% |
| Participation rate | 48.0% | 66.4%-18.4pp | 72.9%-24.9pp | 67.7%-19.7pp |
| Annual return | 11.99% | 18.28%-6.3pp | 3525.44%-3513.4pp | 35.65%-23.7pp |
| Employer contribution / active EE | $704 | $2,022-65.2% | $2,735-74.3% | $2,756-74.5% |
| Participant deferral / active EE | $850 | $2,927-71.0% | $4,003-78.8% | $4,299-80.2% |
| Admin fee / account holder | $2,530 | $3,690-31.4% | $4,006-36.8% | $6,940-63.5% |