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 | $15,765 | $110,337-85.7% | $102,383-84.6% | $145,877-89.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 18.46% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $948 | $4,216-77.5% | $3,870-75.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,823 | $5,621-67.6% | $5,060-64.0% | $6,691-72.8% |
| Admin fee / account holder | $959 | $9,750-90.2% | $8,391-88.6% | $13,402-92.8% |