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 | $22,768 | $166,131-86.3% | $164,975-86.2% | $145,877-84.4% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 13.11% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,497 | $5,276-71.6% | $4,343-65.5% | $4,663-67.9% |
| Participant deferral / active EE | $3,637 | $6,962-47.8% | $6,033-39.7% | $6,691-45.6% |
| Admin fee / account holder | $380 | $16,648-97.7% | $12,688-97.0% | $13,402-97.2% |