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 | $18,359 | $114,119-83.9% | $107,187-82.9% | $138,895-86.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 16.09% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,220 | $4,059-70.0% | $3,782-67.8% | $4,194-70.9% |
| Participant deferral / active EE | $3,903 | $5,538-29.5% | $5,096-23.4% | $6,396-39.0% |
| Admin fee / account holder | $1,519 | $10,024-84.8% | $9,162-83.4% | $12,562-87.9% |