Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,740 | $85,171-72.1% | $172,753-86.3% | $72,976-67.5% |
| Participation rate | 57.9% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.6pp |
| Annual return | 25.63% | 27.32%-1.7pp | 803.00%-777.4pp | 81.02%-55.4pp |
| Employer contribution / active EE | $939 | $3,324-71.7% | $5,144-81.7% | $2,440-61.5% |
| Participant deferral / active EE | $3,527 | $3,260+8.2% | $5,198-32.1% | $3,608-2.2% |
| Admin fee / account holder | $416 | $5,880-92.9% | $13,956-97.0% | $5,124-91.9% |