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 | $14,621 | $61,125-76.1% | $94,057-84.5% | $87,485-83.3% |
| Participation rate | 19.2% | 64.1%-44.8pp | 73.3%-54.1pp | 68.9%-49.7pp |
| Annual return | 17.55% | 35.20%-17.6pp | 480.62%-463.1pp | 26.06%-8.5pp |
| Employer contribution / active EE | $785 | $2,136-63.3% | $2,933-73.2% | $2,596-69.8% |
| Participant deferral / active EE | $821 | $3,260-74.8% | $4,709-82.6% | $4,274-80.8% |
| Admin fee / account holder | $332 | $5,629-94.1% | $7,244-95.4% | $7,775-95.7% |