Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,046 | $167,030-92.8% | $135,768-91.1% | $155,188-92.2% |
| Participation rate | 41.7% | 76.2%-34.5pp | 71.1%-29.4pp | 80.8%-39.1pp |
| Annual return | 17.50% | 678.39%-660.9pp | 526.10%-508.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $572 | $4,132-86.2% | $3,394-83.1% | $4,248-86.5% |
| Participant deferral / active EE | $1,487 | $4,528-67.2% | $3,977-62.6% | $6,531-77.2% |
| Admin fee / account holder | $10,487 | $8,172+28.3% | $7,048+48.8% | $14,480-27.6% |