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 | $16,981 | $111,878-84.8% | $93,727-81.9% | $145,897-88.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 14.76% | 204.28%-189.5pp | 133.83%-119.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,167 | $3,092-62.3% | $2,421-51.8% | $4,663-75.0% |
| Participant deferral / active EE | $1,950 | $4,920-60.4% | $4,417-55.9% | $6,689-70.8% |
| Admin fee / account holder | $1,664 | $10,256-83.8% | $8,292-79.9% | $13,390-87.6% |