Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,085 | $123,859-83.0% | $69,632-69.7% | $145,897-85.5% |
| Participation rate | 45.8% | 69.2%-23.4pp | 66.4%-20.6pp | 80.3%-34.5pp |
| Annual return | 9.06% | 192.49%-183.4pp | 101.32%-92.3pp | 552.29%-543.2pp |
| Employer contribution / active EE | $835 | $2,673-68.8% | $1,708-51.1% | $4,663-82.1% |
| Participant deferral / active EE | $1,391 | $4,242-67.2% | $2,889-51.8% | $6,689-79.2% |
| Admin fee / account holder | $1,384 | $7,817-82.3% | $4,695-70.5% | $13,390-89.7% |