Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,988 | $75,962-72.4% | $154,108-86.4% | $64,173-67.3% |
| Participation rate | 48.2% | 70.4%-22.2pp | 83.0%-34.8pp | 69.6%-21.4pp |
| Annual return | 6.31% | 30.32%-24.0pp | 735.21%-728.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $559 | $3,350-83.3% | $5,298-89.4% | $2,381-76.5% |
| Participant deferral / active EE | $2,146 | $3,175-32.4% | $5,081-57.8% | $3,470-38.1% |
| Admin fee / account holder | $4,169 | $5,589-25.4% | $13,411-68.9% | $4,887-14.7% |