Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,474 | $43,749-50.9% | $158,223-86.4% | $65,306-67.1% |
| Participation rate | 22.4% | 56.9%-34.5pp | 79.2%-56.8pp | 57.7%-35.3pp |
| Annual return | 11.83% | 19.41%-7.6pp | 52.09%-40.3pp | 21.94%-10.1pp |
| Employer contribution / active EE | $293 | $1,497-80.4% | $4,109-92.9% | $1,967-85.1% |
| Participant deferral / active EE | $843 | $2,019-58.2% | $5,467-84.6% | $2,959-71.5% |
| Admin fee / account holder | $4,384 | $1,930+127.1% | $16,047-72.7% | $3,480+26.0% |