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 | $16,903 | $95,415-82.3% | $185,851-90.9% | $85,851-80.3% |
| Participation rate | 69.9% | 68.8%+1.1pp | 81.7%-11.8pp | 69.3%+0.6pp |
| Annual return | 16.82% | 23.59%-6.8pp | 122.11%-105.3pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,502 | $3,314-54.7% | $5,168-70.9% | $2,565-41.4% |
| Participant deferral / active EE | $1,079 | $3,424-68.5% | $5,569-80.6% | $3,952-72.7% |
| Admin fee / account holder | $1,013 | $7,215-86.0% | $16,245-93.8% | $6,261-83.8% |