Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,168 | $45,343-46.7% | $150,298-83.9% | $67,986-64.5% |
| Participation rate | 14.2% | 51.9%-37.7pp | 77.8%-63.6pp | 57.2%-43.1pp |
| Annual return | 19.38% | 33.28%-13.9pp | 62.79%-43.4pp | 31.67%-12.3pp |
| Employer contribution / active EE | $622 | $1,462-57.5% | $4,154-85.0% | $2,019-69.2% |
| Participant deferral / active EE | $742 | $2,055-63.9% | $5,453-86.4% | $3,358-77.9% |
| Admin fee / account holder | $1,152 | $2,250-48.8% | $14,116-91.8% | $3,203-64.0% |