Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,868 | $95,979-77.2% | $74,551-70.7% | $135,380-83.8% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | 71.79% | 56.97%+14.8pp | 32.53%+39.3pp | 519.81%-448.0pp |
| Employer contribution / active EE | $1,980 | $2,716-27.1% | $1,961+1.0% | $4,779-58.6% |
| Participant deferral / active EE | $3,886 | $3,844+1.1% | $3,108+25.0% | $5,609-30.7% |
| Admin fee / account holder | $4,964 | $6,522-23.9% | $5,059-1.9% | $10,828-54.2% |