Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,703 | $99,995-92.3% | $85,063-90.9% | $145,978-94.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.78% | 83.99%-73.2pp | 66.54%-55.8pp | 550.52%-539.7pp |
| Employer contribution / active EE | $855 | $3,231-73.5% | $2,727-68.6% | $4,662-81.7% |
| Participant deferral / active EE | $1,674 | $5,295-68.4% | $4,523-63.0% | $6,690-75.0% |
| Admin fee / account holder | $1,456 | $7,255-79.9% | $6,155-76.3% | $13,400-89.1% |