Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,223 | $110,551-85.3% | $80,741-79.9% | $167,518-90.3% |
| Participation rate | 28.6% | 64.0%-35.4pp | 54.2%-25.6pp | 82.1%-53.5pp |
| Annual return | 9.71% | 120.57%-110.9pp | 87.30%-77.6pp | 478.71%-469.0pp |
| Employer contribution / active EE | $833 | $1,543-46.0% | $1,160-28.2% | $4,838-82.8% |
| Participant deferral / active EE | $1,217 | $2,870-57.6% | $2,145-43.3% | $6,342-80.8% |
| Admin fee / account holder | $7,018 | $4,547+54.4% | $3,380+107.6% | $12,312-43.0% |