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 | $16,835 | $102,595-83.6% | $94,057-82.1% | $154,746-89.1% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 13.02% | 583.42%-570.4pp | 480.62%-467.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,308 | $3,147-58.4% | $2,933-55.4% | $4,379-70.1% |
| Participant deferral / active EE | $1,833 | $5,118-64.2% | $4,709-61.1% | $6,730-72.8% |
| Admin fee / account holder | $9,076 | $7,736+17.3% | $7,244+25.3% | $14,365-36.8% |