Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,349 | $124,351-82.8% | $109,188-80.4% | $167,553-87.3% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 17.97% | 26.04%-8.1pp | 25.76%-7.8pp | 478.89%-460.9pp |
| Employer contribution / active EE | $2,561 | $4,210-39.2% | $3,723-31.2% | $4,840-47.1% |
| Participant deferral / active EE | $4,753 | $5,257-9.6% | $4,654+2.1% | $6,343-25.1% |
| Admin fee / account holder | $2,013 | $7,975-74.8% | $6,755-70.2% | $12,316-83.7% |