Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,180 | $115,814-80.8% | $101,275-78.1% | $158,982-86.0% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.8%-35.8pp | 82.0%-42.0pp |
| Annual return | 8.59% | 56.16%-47.6pp | 46.48%-37.9pp | 302.99%-294.4pp |
| Employer contribution / active EE | $1,119 | $4,176-73.2% | $3,660-69.4% | $4,763-76.5% |
| Participant deferral / active EE | $3,256 | $4,958-34.3% | $4,371-25.5% | $5,983-45.6% |
| Admin fee / account holder | $3,402 | $7,249-53.1% | $5,948-42.8% | $11,252-69.8% |