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 | $21,903 | $55,470-60.5% | $155,556-85.9% | $74,478-70.6% |
| Participation rate | 67.3% | 61.9%+5.4pp | 78.2%-11.0pp | 67.2%+0.1pp |
| Annual return | 17.23% | 269.80%-252.6pp | 64.84%-47.6pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $2,002 | $2,267-11.7% | $4,675-57.2% | $2,626-23.8% |
| Participant deferral / active EE | $3,594 | $2,838+26.6% | $5,631-36.2% | $4,350-17.4% |
| Admin fee / account holder | $1,508 | $1,744-13.5% | $15,885-90.5% | $1,946-22.5% |