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 | $24,831 | $166,131-85.1% | $164,975-84.9% | $145,877-83.0% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.5pp |
| Annual return | 14.13% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,523 | $5,276-71.1% | $4,343-64.9% | $4,663-67.3% |
| Participant deferral / active EE | $2,461 | $6,962-64.6% | $6,033-59.2% | $6,691-63.2% |
| Admin fee / account holder | $4,337 | $16,648-74.0% | $12,688-65.8% | $13,402-67.6% |