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 | $23,006 | $88,815-74.1% | $81,882-71.9% | $145,897-84.2% |
| Participation rate | 23.8% | 75.1%-51.3pp | 72.4%-48.6pp | 80.3%-56.5pp |
| Annual return | 15.99% | 1033.75%-1017.8pp | 779.47%-763.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $565 | $3,086-81.7% | $2,916-80.6% | $4,663-87.9% |
| Participant deferral / active EE | $1,280 | $4,647-72.5% | $4,323-70.4% | $6,689-80.9% |
| Admin fee / account holder | $1,689 | $8,434-80.0% | $7,360-77.1% | $13,390-87.4% |