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 | $8,551 | $109,908-92.2% | $97,161-91.2% | $145,978-94.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.42% | 243.80%-233.4pp | 75.36%-64.9pp | 550.52%-540.1pp |
| Employer contribution / active EE | $702 | $3,077-77.2% | $2,723-74.2% | $4,662-85.0% |
| Participant deferral / active EE | $702 | $4,679-85.0% | $4,265-83.6% | $6,690-89.5% |
| Admin fee / account holder | $5,666 | $6,213-8.8% | $5,647+0.3% | $13,400-57.7% |