Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,888 | $100,203-83.1% | $85,240-80.2% | $145,897-88.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 20.89% | 84.28%-63.4pp | 66.75%-45.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $756 | $3,242-76.7% | $2,735-72.4% | $4,663-83.8% |
| Participant deferral / active EE | $3,212 | $5,299-39.4% | $4,527-29.0% | $6,689-52.0% |
| Admin fee / account holder | $745 | $7,265-89.7% | $6,165-87.9% | $13,390-94.4% |