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 | $211,239-92.1% | $178,528-90.6% | $145,877-88.5% |
| Participation rate | 45.0% | 80.8%-35.8pp | 77.1%-32.1pp | 80.3%-35.3pp |
| Annual return | 17.28% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,474 | $4,570-67.7% | $3,950-62.7% | $4,663-68.4% |
| Participant deferral / active EE | $1,709 | $6,963-75.5% | $6,278-72.8% | $6,691-74.5% |
| Admin fee / account holder | $13,151 | $12,095+8.7% | $10,419+26.2% | $13,402-1.9% |