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 | $18,968 | $69,118-72.6% | $53,647-64.6% | $138,895-86.3% |
| Participation rate | 52.4% | 64.0%-11.6pp | 56.3%-3.9pp | 79.9%-27.5pp |
| Annual return | 10.30% | 248.26%-238.0pp | 358.33%-348.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $870 | $1,189-26.9% | $962-9.6% | $4,194-79.3% |
| Participant deferral / active EE | $1,986 | $2,274-12.7% | $1,813+9.5% | $6,396-68.9% |
| Admin fee / account holder | $2,955 | $2,724+8.5% | $2,460+20.1% | $12,562-76.5% |