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 | $28,168 | $99,875-71.8% | $146,866-80.8% | $86,983-67.6% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.5%-27.0pp | 69.5%-14.0pp |
| Annual return | 19.14% | 28.10%-9.0pp | 102.85%-83.7pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,791 | $3,224-44.5% | $4,425-59.5% | $2,584-30.7% |
| Participant deferral / active EE | $2,951 | $6,322-53.3% | $7,759-62.0% | $4,194-29.6% |
| Admin fee / account holder | $1,358 | $7,838-82.7% | $13,620-90.0% | $7,856-82.7% |