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 | $13,655 | $78,690-82.6% | $161,489-91.5% | $87,485-84.4% |
| Participation rate | 53.7% | 67.5%-13.8pp | 78.7%-25.0pp | 68.9%-15.3pp |
| Annual return | 20.75% | 32.74%-12.0pp | 89.72%-69.0pp | 26.06%-5.3pp |
| Employer contribution / active EE | $744 | $2,588-71.2% | $4,268-82.6% | $2,596-71.3% |
| Participant deferral / active EE | $1,384 | $3,311-58.2% | $5,630-75.4% | $4,274-67.6% |
| Admin fee / account holder | $467 | $6,724-93.1% | $16,006-97.1% | $7,775-94.0% |