Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,874 | $85,171-68.4% | $172,753-84.4% | $72,976-63.2% |
| Participation rate | 62.9% | 70.1%-7.2pp | 82.6%-19.8pp | 69.5%-6.6pp |
| Annual return | 19.66% | 27.32%-7.7pp | 803.00%-783.3pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,554 | $3,324-53.3% | $5,144-69.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,459 | $3,260-24.6% | $5,198-52.7% | $3,608-31.8% |
| Admin fee / account holder | $8,098 | $5,880+37.7% | $13,956-42.0% | $5,124+58.0% |