Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,827 | $69,274-84.4% | $64,097-83.1% | $139,487-92.2% |
| Participation rate | 69.6% | 75.6%-6.1pp | 72.3%-2.8pp | 80.3%-10.8pp |
| Annual return | 12.61% | 46.00%-33.4pp | 33.75%-21.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $502 | $3,187-84.3% | $2,750-81.8% | $4,755-89.4% |
| Participant deferral / active EE | $3,296 | $4,685-29.7% | $3,881-15.1% | $6,713-50.9% |
| Admin fee / account holder | $1,111 | $4,247-73.8% | $3,070-63.8% | $11,407-90.3% |