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 | $12,457 | $58,258-78.6% | $81,820-84.8% | $80,925-84.6% |
| Participation rate | 66.1% | 63.5%+2.6pp | 72.4%-6.3pp | 67.7%-1.6pp |
| Annual return | 12.71% | 41.76%-29.1pp | 777.93%-765.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $395 | $2,345-83.1% | $2,915-86.4% | $2,756-85.7% |
| Participant deferral / active EE | $1,508 | $3,284-54.1% | $4,323-65.1% | $4,299-64.9% |
| Admin fee / account holder | $3,450 | $4,976-30.7% | $7,391-53.3% | $6,940-50.3% |