Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,449 | $70,366-69.5% | $66,674-67.8% | $138,895-84.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 13.92% | 386.41%-372.5pp | 321.24%-307.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,146 | $2,765-58.6% | $2,620-56.3% | $4,194-72.7% |
| Participant deferral / active EE | $1,146 | $4,374-73.8% | $4,084-71.9% | $6,396-82.1% |
| Admin fee / account holder | $478 | $5,262-90.9% | $5,098-90.6% | $12,562-96.2% |