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 | $19,518 | $70,366-72.3% | $66,674-70.7% | $138,895-85.9% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | 18.52% | 386.41%-367.9pp | 321.24%-302.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $572 | $2,765-79.3% | $2,620-78.2% | $4,194-86.4% |
| Participant deferral / active EE | $853 | $4,374-80.5% | $4,084-79.1% | $6,396-86.7% |
| Admin fee / account holder | $2,320 | $5,262-55.9% | $5,098-54.5% | $12,562-81.5% |