Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,045 | $73,546-71.4% | $63,018-66.6% | $147,586-85.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 26.38% | 175.56%-149.2pp | 87.62%-61.2pp | 578.59%-552.2pp |
| Employer contribution / active EE | $1,239 | $3,324-62.7% | $2,761-55.1% | $4,876-74.6% |
| Participant deferral / active EE | $2,526 | $4,185-39.6% | $3,330-24.1% | $5,439-53.6% |
| Admin fee / account holder | $714 | $5,956-88.0% | $3,601-80.2% | $10,886-93.4% |