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 | $23,295 | $99,921-76.7% | $85,009-72.6% | $145,959-84.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 9.12% | 83.89%-74.8pp | 66.47%-57.3pp | 561.95%-552.8pp |
| Employer contribution / active EE | $781 | $3,233-75.8% | $2,728-71.4% | $4,661-83.2% |
| Participant deferral / active EE | $4,086 | $5,293-22.8% | $4,522-9.6% | $6,689-38.9% |
| Admin fee / account holder | $7,138 | $7,252-1.6% | $6,153+16.0% | $13,398-46.7% |