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 | $17,594 | $81,358-78.4% | $155,556-88.7% | $80,959-78.3% |
| Participation rate | 50.9% | 66.3%-15.3pp | 78.2%-27.3pp | 67.7%-16.7pp |
| Annual return | 16.78% | 33.39%-16.6pp | 64.84%-48.1pp | 35.67%-18.9pp |
| Employer contribution / active EE | $637 | $3,106-79.5% | $4,675-86.4% | $2,757-76.9% |
| Participant deferral / active EE | $2,969 | $3,455-14.1% | $5,631-47.3% | $4,300-31.0% |
| Admin fee / account holder | $442 | $7,994-94.5% | $15,885-97.2% | $6,925-93.6% |