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 | $19,761 | $101,063-80.4% | $81,473-75.7% | $147,586-86.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 62.71% | 32.41%+30.3pp | 38.78%+23.9pp | 578.59%-515.9pp |
| Employer contribution / active EE | $581 | $3,206-81.9% | $2,568-77.4% | $4,876-88.1% |
| Participant deferral / active EE | $1,253 | $4,242-70.5% | $3,537-64.6% | $5,439-77.0% |
| Admin fee / account holder | $1,988 | $5,812-65.8% | $4,561-56.4% | $10,886-81.7% |