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 | $28,038 | $73,978-62.1% | $96,515-70.9% | $75,173-62.7% |
| Participation rate | 38.3% | 66.4%-28.1pp | 74.3%-36.0pp | 67.2%-28.9pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $904 | $2,931-69.2% | $3,740-75.8% | $2,671-66.2% |
| Participant deferral / active EE | $1,667 | $3,660-54.5% | $4,880-65.8% | $4,126-59.6% |
| Admin fee / account holder | $1,152 | $5,219-77.9% | $6,735-82.9% | $5,651-79.6% |