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 | $8,461 | $58,311-85.5% | $81,882-89.7% | $80,959-89.5% |
| Participation rate | 33.0% | 63.5%-30.5pp | 72.4%-39.4pp | 67.7%-34.7pp |
| Annual return | 13.37% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $505 | $2,347-78.5% | $2,916-82.7% | $2,757-81.7% |
| Participant deferral / active EE | $800 | $3,287-75.7% | $4,323-81.5% | $4,300-81.4% |
| Admin fee / account holder | $1,784 | $4,752-62.5% | $7,360-75.8% | $6,925-74.2% |