Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,719 | $111,878-81.5% | $93,727-77.9% | $145,897-85.8% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 13.35% | 204.28%-190.9pp | 133.83%-120.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,982 | $3,092-35.9% | $2,421-18.1% | $4,663-57.5% |
| Participant deferral / active EE | $3,180 | $4,920-35.4% | $4,417-28.0% | $6,689-52.5% |
| Admin fee / account holder | $302 | $10,256-97.1% | $8,292-96.4% | $13,390-97.7% |