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 | $18,015 | $117,433-84.7% | $99,475-81.9% | $152,897-88.2% |
| Participation rate | 68.2% | 77.5%-9.4pp | 73.8%-5.7pp | 82.5%-14.3pp |
| Annual return | 14.57% | 31.87%-17.3pp | 30.72%-16.2pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,433 | $3,013-52.4% | $2,540-43.6% | $4,764-69.9% |
| Participant deferral / active EE | $3,853 | $4,086-5.7% | $3,619+6.5% | $5,851-34.2% |
| Admin fee / account holder | $1,225 | $7,634-84.0% | $6,252-80.4% | $11,599-89.4% |