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 | $21,180 | $138,102-84.7% | $125,381-83.1% | $134,532-84.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 5.28% | 750.73%-745.4pp | 572.31%-567.0pp | 418.27%-413.0pp |
| Employer contribution / active EE | $1,482 | $5,245-71.8% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $3,394 | $7,801-56.5% | $7,448-54.4% | $6,401-47.0% |
| Admin fee / account holder | $814 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |