Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,854 | $183,592-89.7% | $155,567-87.9% | $145,959-87.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.15% | 61.24%-48.1pp | 64.74%-51.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,175 | $5,315-77.9% | $4,674-74.9% | $4,661-74.8% |
| Participant deferral / active EE | $5,869 | $6,464-9.2% | $5,628+4.3% | $6,689-12.3% |
| Admin fee / account holder | $4,575 | $19,318-76.3% | $15,916-71.3% | $13,398-65.9% |