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 | $14,253 | $100,073-85.8% | $85,126-83.3% | $145,877-90.2% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.9pp | 80.3%-33.6pp |
| Annual return | 13.08% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $848 | $3,236-73.8% | $2,731-68.9% | $4,663-81.8% |
| Participant deferral / active EE | $3,223 | $5,294-39.1% | $4,523-28.8% | $6,691-51.8% |
| Admin fee / account holder | $2,376 | $7,261-67.3% | $6,160-61.4% | $13,402-82.3% |