Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,137 | $109,872-91.7% | $98,483-90.7% | $167,536-94.5% |
| Participation rate | 46.2% | 75.8%-29.7pp | 73.3%-27.2pp | 82.1%-36.0pp |
| Annual return | 17.62% | 1959.31%-1941.7pp | 1494.38%-1476.8pp | 478.82%-461.2pp |
| Employer contribution / active EE | $753 | $3,225-76.7% | $2,961-74.6% | $4,839-84.4% |
| Participant deferral / active EE | $1,399 | $4,673-70.1% | $4,276-67.3% | $6,342-77.9% |
| Admin fee / account holder | $1,053 | $6,757-84.4% | $5,953-82.3% | $12,315-91.4% |