Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,949 | $110,337-75.6% | $102,383-73.7% | $145,877-81.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.84% | 24.83%-14.0pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,494 | $4,216-64.6% | $3,870-61.4% | $4,663-68.0% |
| Participant deferral / active EE | $3,621 | $5,621-35.6% | $5,060-28.4% | $6,691-45.9% |
| Admin fee / account holder | $16,791 | $9,750+72.2% | $8,391+100.1% | $13,402+25.3% |