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 | $3,467 | $69,118-95.0% | $53,647-93.5% | $138,895-97.5% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 22.06% | 248.26%-226.2pp | 358.33%-336.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $748 | $1,189-37.2% | $962-22.3% | $4,194-82.2% |
| Participant deferral / active EE | $1,317 | $2,274-42.1% | $1,813-27.4% | $6,396-79.4% |
| Admin fee / account holder | $337 | $2,724-87.6% | $2,460-86.3% | $12,562-97.3% |