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 | $16,639 | $110,551-84.9% | $80,741-79.4% | $167,518-90.1% |
| Participation rate | 41.7% | 64.0%-22.3pp | 54.2%-12.5pp | 82.1%-40.4pp |
| Annual return | 20.34% | 120.57%-100.2pp | 87.30%-67.0pp | 478.71%-458.4pp |
| Employer contribution / active EE | $808 | $1,543-47.6% | $1,160-30.4% | $4,838-83.3% |
| Participant deferral / active EE | $1,975 | $2,870-31.2% | $2,145-7.9% | $6,342-68.9% |
| Admin fee / account holder | $308 | $4,547-93.2% | $3,380-90.9% | $12,312-97.5% |