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 | $36,687 | $78,690-53.4% | $161,489-77.3% | $87,485-58.1% |
| Participation rate | 23.7% | 67.5%-43.8pp | 78.7%-55.0pp | 68.9%-45.2pp |
| Annual return | 18.97% | 32.74%-13.8pp | 89.72%-70.8pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,151 | $2,588-55.5% | $4,268-73.0% | $2,596-55.7% |
| Participant deferral / active EE | $1,955 | $3,311-41.0% | $5,630-65.3% | $4,274-54.3% |
| Admin fee / account holder | $936 | $6,724-86.1% | $16,006-94.2% | $7,775-88.0% |