Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,476 | $118,875-85.3% | $96,572-81.9% | $167,553-89.6% |
| Participation rate | 55.6% | 75.5%-19.9pp | 69.8%-14.3pp | 82.1%-26.6pp |
| Annual return | 15.93% | 50.50%-34.6pp | 37.79%-21.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $1,176 | $3,121-62.3% | $2,357-50.1% | $4,840-75.7% |
| Participant deferral / active EE | $1,185 | $4,617-74.3% | $3,850-69.2% | $6,343-81.3% |
| Admin fee / account holder | $1,710 | $8,070-78.8% | $6,183-72.3% | $12,316-86.1% |