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 | $19,553 | $90,489-78.4% | $76,051-74.3% | $145,978-86.6% |
| Participation rate | 61.9% | 74.5%-12.6pp | 69.1%-7.2pp | 80.3%-18.4pp |
| Annual return | 11.29% | 622.78%-611.5pp | 360.42%-349.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $928 | $3,319-72.1% | $2,690-65.5% | $4,662-80.1% |
| Participant deferral / active EE | $1,765 | $5,164-65.8% | $4,257-58.5% | $6,690-73.6% |
| Admin fee / account holder | $2,435 | $8,374-70.9% | $6,416-62.0% | $13,400-81.8% |