Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,615 | $108,201-92.0% | $77,498-88.9% | $158,931-94.6% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 20.20% | 31.68%-11.5pp | 54.79%-34.6pp | 302.86%-282.7pp |
| Employer contribution / active EE | $591 | $1,325-55.4% | $987-40.1% | $4,761-87.6% |
| Participant deferral / active EE | $1,457 | $2,457-40.7% | $1,861-21.7% | $5,982-75.6% |
| Admin fee / account holder | $2,181 | $3,709-41.2% | $2,858-23.7% | $11,247-80.6% |