Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,377 | $78,690-80.5% | $161,489-90.5% | $87,485-82.4% |
| Participation rate | 34.6% | 67.5%-32.8pp | 78.7%-44.1pp | 68.9%-34.3pp |
| Annual return | 15.03% | 32.74%-17.7pp | 89.72%-74.7pp | 26.06%-11.0pp |
| Employer contribution / active EE | $484 | $2,588-81.3% | $4,268-88.7% | $2,596-81.4% |
| Participant deferral / active EE | $987 | $3,311-70.2% | $5,630-82.5% | $4,274-76.9% |
| Admin fee / account holder | $774 | $6,724-88.5% | $16,006-95.2% | $7,775-90.0% |