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 | $18,610 | $99,995-81.4% | $85,063-78.1% | $145,978-87.3% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 14.26% | 83.99%-69.7pp | 66.54%-52.3pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,435 | $3,231-55.6% | $2,727-47.4% | $4,662-69.2% |
| Participant deferral / active EE | $1,762 | $5,295-66.7% | $4,523-61.0% | $6,690-73.7% |
| Admin fee / account holder | $1,337 | $7,255-81.6% | $6,155-78.3% | $13,400-90.0% |