Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,647 | $104,694-82.2% | $85,709-78.2% | $167,536-88.9% |
| Participation rate | 55.6% | 76.4%-20.8pp | 69.9%-14.3pp | 82.1%-26.6pp |
| Annual return | 12.84% | 21.45%-8.6pp | 21.49%-8.7pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,631 | $3,337-51.1% | $2,619-37.7% | $4,839-66.3% |
| Participant deferral / active EE | $2,172 | $4,826-55.0% | $3,924-44.6% | $6,342-65.7% |
| Admin fee / account holder | $7,820 | $10,035-22.1% | $6,876+13.7% | $12,315-36.5% |