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 | $8,724 | $162,529-94.6% | $130,788-93.3% | $154,746-94.4% |
| Participation rate | 33.3% | 75.9%-42.5pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 18.80% | 510.48%-491.7pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $309 | $4,447-93.1% | $3,558-91.3% | $4,379-93.0% |
| Participant deferral / active EE | $1,103 | $4,808-77.1% | $4,137-73.3% | $6,730-83.6% |
| Admin fee / account holder | $3,256 | $7,669-57.5% | $6,673-51.2% | $14,365-77.3% |