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 | $17,245 | $111,814-84.6% | $103,374-83.3% | $145,959-88.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.47% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,221 | $4,214-71.0% | $3,869-68.4% | $4,661-73.8% |
| Participant deferral / active EE | $3,054 | $5,618-45.6% | $5,058-39.6% | $6,689-54.3% |
| Admin fee / account holder | $836 | $9,754-91.4% | $8,394-90.0% | $13,398-93.8% |