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 | $10,656 | $61,125-82.6% | $94,057-88.7% | $87,485-87.8% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.3%-9.7pp | 68.9%-5.3pp |
| Annual return | 17.84% | 35.20%-17.4pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $911 | $2,136-57.3% | $2,933-68.9% | $2,596-64.9% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $4,709-68.6% | $4,274-65.4% |
| Admin fee / account holder | $1,783 | $5,629-68.3% | $7,244-75.4% | $7,775-77.1% |