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 | $9,421 | $125,778-92.5% | $114,563-91.8% | $154,746-93.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 13.97% | 295.14%-281.2pp | 241.09%-227.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,727 | $2,806-38.5% | $2,592-33.4% | $4,379-60.6% |
| Participant deferral / active EE | $2,345 | $4,445-47.2% | $4,142-43.4% | $6,730-65.2% |
| Admin fee / account holder | $10,221 | $8,190+24.8% | $7,623+34.1% | $14,365-28.8% |