Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,008 | $108,673-88.0% | $74,713-82.6% | $152,870-91.5% |
| Participation rate | 27.3% | 65.3%-38.1pp | 54.5%-27.2pp | 82.4%-55.2pp |
| Annual return | 23.21% | 114.08%-90.9pp | 752.99%-729.8pp | 345.34%-322.1pp |
| Employer contribution / active EE | $532 | $1,503-64.6% | $1,084-50.9% | $4,763-88.8% |
| Participant deferral / active EE | $914 | $2,713-66.3% | $1,964-53.5% | $5,850-84.4% |
| Admin fee / account holder | $2,320 | $4,904-52.7% | $3,334-30.4% | $11,597-80.0% |