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 | $10,970 | $111,535-90.2% | $105,223-89.6% | $137,256-92.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 12.22% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,547 | $3,939-60.7% | $3,689-58.1% | $4,156-62.8% |
| Participant deferral / active EE | $1,932 | $5,500-64.9% | $5,072-61.9% | $6,407-69.8% |
| Admin fee / account holder | $5,903 | $9,721-39.3% | $8,859-33.4% | $12,270-51.9% |