Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,012 | $110,410-74.6% | $102,437-72.7% | $145,897-80.8% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 14.25% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,665 | $4,217-60.5% | $3,871-57.0% | $4,663-64.3% |
| Participant deferral / active EE | $3,438 | $5,622-38.8% | $5,060-32.0% | $6,689-48.6% |
| Admin fee / account holder | $901 | $9,745-90.8% | $8,388-89.3% | $13,390-93.3% |