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 | $11,102 | $72,071-84.6% | $68,368-83.8% | $137,256-91.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.46% | 353.14%-339.7pp | 292.57%-279.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,020 | $2,788-63.4% | $2,649-61.5% | $4,156-75.5% |
| Participant deferral / active EE | $1,748 | $4,410-60.4% | $4,123-57.6% | $6,407-72.7% |
| Admin fee / account holder | $12,664 | $5,336+137.4% | $5,150+145.9% | $12,270+3.2% |