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 | $28,333 | $100,203-71.7% | $85,240-66.8% | $145,897-80.6% |
| Participation rate | 26.1% | 74.1%-48.0pp | 67.5%-41.4pp | 80.3%-54.2pp |
| Annual return | 11.63% | 84.28%-72.6pp | 66.75%-55.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $484 | $3,242-85.1% | $2,735-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $1,289 | $5,299-75.7% | $4,527-71.5% | $6,689-80.7% |
| Admin fee / account holder | $4,312 | $7,265-40.7% | $6,165-30.1% | $13,390-67.8% |