Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,463 | $88,702-80.3% | $81,780-78.6% | $145,978-88.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.65% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $3,172 | $3,084+2.9% | $2,914+8.9% | $4,662-32.0% |
| Participant deferral / active EE | $4,134 | $4,645-11.0% | $4,321-4.3% | $6,690-38.2% |
| Admin fee / account holder | $1,691 | $8,414-79.9% | $7,384-77.1% | $13,400-87.4% |