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 | $20,318 | $99,995-79.7% | $85,063-76.1% | $145,978-86.1% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 19.58% | 83.99%-64.4pp | 66.54%-47.0pp | 550.52%-530.9pp |
| Employer contribution / active EE | $1,211 | $3,231-62.5% | $2,727-55.6% | $4,662-74.0% |
| Participant deferral / active EE | $1,713 | $5,295-67.7% | $4,523-62.1% | $6,690-74.4% |
| Admin fee / account holder | $680 | $7,255-90.6% | $6,155-88.9% | $13,400-94.9% |