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 | $20,935 | $51,222-59.1% | $70,544-70.3% | $75,173-72.2% |
| Participation rate | 16.4% | 61.0%-44.5pp | 68.4%-51.9pp | 67.2%-50.8pp |
| Annual return | 25.50% | 30.06%-4.6pp | 32.79%-7.3pp | 160.72%-135.2pp |
| Employer contribution / active EE | $533 | $1,827-70.8% | $2,976-82.1% | $2,671-80.0% |
| Participant deferral / active EE | $1,439 | $2,850-49.5% | $4,568-68.5% | $4,126-65.1% |
| Admin fee / account holder | $370 | $4,096-91.0% | $6,427-94.2% | $5,651-93.4% |