Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,009 | $110,337-74.6% | $102,383-72.6% | $145,877-80.8% |
| Participation rate | 47.6% | 77.9%-30.3pp | 74.5%-26.9pp | 80.3%-32.7pp |
| Annual return | 14.82% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,500 | $4,216-64.4% | $3,870-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $1,833 | $5,621-67.4% | $5,060-63.8% | $6,691-72.6% |
| Admin fee / account holder | $1,684 | $9,750-82.7% | $8,391-79.9% | $13,402-87.4% |