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 | $17,401 | $60,139-71.1% | $90,461-80.8% | $79,856-78.2% |
| Participation rate | 64.7% | 65.0%-0.3pp | 72.7%-8.0pp | 69.6%-4.9pp |
| Annual return | 19.19% | 71.96%-52.8pp | 1294.76%-1275.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $420 | $2,069-79.7% | $3,264-87.1% | $2,471-83.0% |
| Participant deferral / active EE | $1,723 | $2,939-41.4% | $3,964-56.5% | $3,741-53.9% |
| Admin fee / account holder | $1,102 | $3,978-72.3% | $5,617-80.4% | $5,306-79.2% |