Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,808 | $72,071-86.4% | $68,368-85.7% | $137,256-92.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.04% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,247 | $2,788-55.3% | $2,649-52.9% | $4,156-70.0% |
| Participant deferral / active EE | $3,585 | $4,410-18.7% | $4,123-13.1% | $6,407-44.1% |
| Admin fee / account holder | $1,495 | $5,336-72.0% | $5,150-71.0% | $12,270-87.8% |