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 | $11,539 | $111,535-89.7% | $105,223-89.0% | $137,256-91.6% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 31.98% | 237.85%-205.9pp | 180.65%-148.7pp | 220.34%-188.4pp |
| Employer contribution / active EE | $1,986 | $3,939-49.6% | $3,689-46.1% | $4,156-52.2% |
| Participant deferral / active EE | $2,451 | $5,500-55.4% | $5,072-51.7% | $6,407-61.7% |
| Admin fee / account holder | $489 | $9,721-95.0% | $8,859-94.5% | $12,270-96.0% |