Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,687 | $100,203-78.4% | $85,240-74.6% | $145,897-85.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 18.36% | 84.28%-65.9pp | 66.75%-48.4pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,783 | $3,242-45.0% | $2,735-34.8% | $4,663-61.8% |
| Participant deferral / active EE | $5,166 | $5,299-2.5% | $4,527+14.1% | $6,689-22.8% |
| Admin fee / account holder | $1,160 | $7,265-84.0% | $6,165-81.2% | $13,390-91.3% |