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 | $23,059 | $102,595-77.5% | $94,057-75.5% | $154,746-85.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 22.78% | 583.42%-560.6pp | 480.62%-457.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,332 | $3,147-57.7% | $2,933-54.6% | $4,379-69.6% |
| Participant deferral / active EE | $4,700 | $5,118-8.2% | $4,709-0.2% | $6,730-30.2% |
| Admin fee / account holder | $419 | $7,736-94.6% | $7,244-94.2% | $14,365-97.1% |