Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,231 | $67,823-87.9% | $52,425-84.3% | $137,256-94.0% |
| Participation rate | 55.0% | 63.9%-8.9pp | 55.6%-0.6pp | 80.0%-25.0pp |
| Annual return | 17.73% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $553 | $1,163-52.4% | $914-39.5% | $4,156-86.7% |
| Participant deferral / active EE | $903 | $2,288-60.5% | $1,790-49.5% | $6,407-85.9% |
| Admin fee / account holder | $387 | $2,844-86.4% | $2,495-84.5% | $12,270-96.8% |