Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,551 | $58,234-78.4% | $81,783-84.7% | $80,874-84.5% |
| Participation rate | 58.2% | 63.4%-5.2pp | 72.4%-14.1pp | 67.6%-9.4pp |
| Annual return | 12.15% | 41.70%-29.6pp | 775.05%-762.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,681 | $2,341-28.2% | $2,913-42.3% | $2,756-39.0% |
| Participant deferral / active EE | $723 | $3,283-78.0% | $4,320-83.3% | $4,297-83.2% |
| Admin fee / account holder | $12,817 | $4,982+157.3% | $7,380+73.7% | $6,935+84.8% |