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 | $18,639 | $109,908-83.0% | $97,161-80.8% | $145,978-87.2% |
| Participation rate | 57.9% | 75.9%-18.1pp | 72.7%-14.8pp | 80.3%-22.4pp |
| Annual return | 28.14% | 243.80%-215.7pp | 75.36%-47.2pp | 550.52%-522.4pp |
| Employer contribution / active EE | $1,344 | $3,077-56.3% | $2,723-50.6% | $4,662-71.2% |
| Participant deferral / active EE | $3,664 | $4,679-21.7% | $4,265-14.1% | $6,690-45.2% |
| Admin fee / account holder | $304 | $6,213-95.1% | $5,647-94.6% | $13,400-97.7% |