Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,447 | $87,166-80.0% | $76,735-77.3% | $137,256-87.3% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 13.84% | 26.50%-12.7pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,471 | $2,904+19.5% | $2,454+41.4% | $4,156-16.5% |
| Participant deferral / active EE | $5,568 | $4,726+17.8% | $4,088+36.2% | $6,407-13.1% |
| Admin fee / account holder | $34,647 | $8,403+312.3% | $7,189+381.9% | $12,270+182.4% |