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 | $23,361 | $118,919-80.4% | $88,538-73.6% | $152,885-84.7% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.5%-32.5pp |
| Annual return | 20.87% | 47.92%-27.1pp | 43.64%-22.8pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,019 | $2,669-61.8% | $2,098-51.4% | $4,763-78.6% |
| Participant deferral / active EE | $1,507 | $3,549-57.5% | $2,914-48.3% | $5,851-74.2% |
| Admin fee / account holder | $384 | $5,876-93.5% | $4,310-91.1% | $11,598-96.7% |