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 | $12,063 | $106,247-88.6% | $96,515-87.5% | $139,466-91.4% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 24.68% | 38.47%-13.8pp | 35.73%-11.0pp | 373.66%-349.0pp |
| Employer contribution / active EE | $1,248 | $4,106-69.6% | $3,740-66.6% | $4,754-73.8% |
| Participant deferral / active EE | $2,391 | $5,456-56.2% | $4,880-51.0% | $6,712-64.4% |
| Admin fee / account holder | $1,101 | $7,885-86.0% | $6,735-83.7% | $11,409-90.3% |