Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,063 | $116,167-95.6% | $64,489-92.1% | $137,256-96.3% |
| Participation rate | 62.5% | 68.2%-5.7pp | 67.7%-5.2pp | 80.0%-17.5pp |
| Annual return | 15.75% | 36.55%-20.8pp | 55.03%-39.3pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,167 | $2,483-53.0% | $1,523-23.4% | $4,156-71.9% |
| Participant deferral / active EE | $1,409 | $4,215-66.6% | $2,778-49.3% | $6,407-78.0% |
| Admin fee / account holder | $2,330 | $6,188-62.3% | $4,260-45.3% | $12,270-81.0% |