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 | $16,772 | $210,698-92.0% | $178,014-90.6% | $145,959-88.5% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 17.28% | 386.27%-369.0pp | 294.80%-277.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $1,474 | $4,567-67.7% | $3,950-62.7% | $4,661-68.4% |
| Participant deferral / active EE | $1,709 | $6,958-75.4% | $6,276-72.8% | $6,689-74.4% |
| Admin fee / account holder | $13,151 | $12,016+9.4% | $10,362+26.9% | $13,398-1.8% |