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 | $22,850 | $53,063-56.9% | $124,206-81.6% | $82,637-72.3% |
| Participation rate | 26.8% | 58.4%-31.6pp | 69.6%-42.8pp | 68.1%-41.2pp |
| Annual return | 28.73% | 68.87%-40.1pp | 515.27%-486.5pp | 53.51%-24.8pp |
| Employer contribution / active EE | $624 | $1,530-59.2% | $3,540-82.4% | $2,552-75.6% |
| Participant deferral / active EE | $840 | $2,644-68.2% | $3,968-78.8% | $4,126-79.6% |
| Admin fee / account holder | $981 | $4,281-77.1% | $5,929-83.5% | $7,339-86.6% |