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 | $24,547 | $100,147-75.5% | $81,286-69.8% | $145,877-83.2% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.5%-5.9pp | 80.3%-16.7pp |
| Annual return | 10.05% | 34.44%-24.4pp | 24.80%-14.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,094 | $2,977-63.3% | $2,463-55.6% | $4,663-76.5% |
| Participant deferral / active EE | $1,367 | $4,607-70.3% | $3,883-64.8% | $6,691-79.6% |
| Admin fee / account holder | $897 | $8,201-89.1% | $5,764-84.4% | $13,402-93.3% |