Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,745 | $73,107-79.8% | $114,563-87.1% | $87,485-83.1% |
| Participation rate | 68.6% | 65.8%+2.8pp | 72.9%-4.3pp | 68.9%-0.4pp |
| Annual return | 22.42% | 19.47%+3.0pp | 241.09%-218.7pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,110 | $1,881-41.0% | $2,592-57.2% | $2,596-57.3% |
| Participant deferral / active EE | $1,677 | $3,144-46.6% | $4,142-59.5% | $4,274-60.7% |
| Admin fee / account holder | $707 | $5,770-87.8% | $7,623-90.7% | $7,775-90.9% |