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 | $25,685 | $67,823-62.1% | $52,425-51.0% | $137,256-81.3% |
| Participation rate | 17.4% | 63.9%-46.5pp | 55.6%-38.2pp | 80.0%-62.6pp |
| Annual return | 16.65% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $810 | $1,163-30.3% | $914-11.3% | $4,156-80.5% |
| Participant deferral / active EE | $2,757 | $2,288+20.5% | $1,790+54.0% | $6,407-57.0% |
| Admin fee / account holder | $16,461 | $2,844+478.7% | $2,495+559.8% | $12,270+34.2% |