Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,177 | $110,379-89.0% | $102,412-88.1% | $145,884-91.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.83% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,968 | $4,216-53.3% | $3,870-49.2% | $4,662-57.8% |
| Participant deferral / active EE | $4,833 | $5,622-14.0% | $5,060-4.5% | $6,690-27.8% |
| Admin fee / account holder | $14,666 | $9,745+50.5% | $8,388+74.9% | $13,392+9.5% |