Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,901 | $48,314-79.5% | $67,561-85.3% | $80,925-87.8% |
| Participation rate | 51.7% | 66.4%-14.7pp | 72.9%-21.2pp | 67.7%-15.9pp |
| Annual return | 13.23% | 18.28%-5.1pp | 3525.44%-3512.2pp | 35.65%-22.4pp |
| Employer contribution / active EE | $780 | $2,022-61.4% | $2,735-71.5% | $2,756-71.7% |
| Participant deferral / active EE | $1,445 | $2,927-50.6% | $4,003-63.9% | $4,299-66.4% |
| Admin fee / account holder | $722 | $3,690-80.4% | $4,006-82.0% | $6,940-89.6% |