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 | $7,263 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 17.06% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,013 | $2,841-29.1% | $2,504-19.6% | $4,156-51.6% |
| Participant deferral / active EE | $4,485 | $5,180-13.4% | $4,559-1.6% | $6,407-30.0% |
| Admin fee / account holder | $13,762 | $9,725+41.5% | $8,342+65.0% | $12,270+12.2% |