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 | $7,643 | $70,366-89.1% | $66,674-88.5% | $138,895-94.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 18.69% | 386.41%-367.7pp | 321.24%-302.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $554 | $2,765-80.0% | $2,620-78.9% | $4,194-86.8% |
| Participant deferral / active EE | $2,772 | $4,374-36.6% | $4,084-32.1% | $6,396-56.7% |
| Admin fee / account holder | $5,574 | $5,262+5.9% | $5,098+9.3% | $12,562-55.6% |