Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,783 | $149,040-89.4% | $120,225-86.9% | $137,256-88.5% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 19.82% | 605.68%-585.9pp | 439.23%-419.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $983 | $4,350-77.4% | $3,475-71.7% | $4,156-76.3% |
| Participant deferral / active EE | $1,270 | $4,655-72.7% | $3,999-68.2% | $6,407-80.2% |
| Admin fee / account holder | $561 | $6,348-91.2% | $5,696-90.2% | $12,270-95.4% |