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 | $25,950 | $58,848-55.9% | $88,179-70.6% | $82,637-68.6% |
| Participation rate | 44.8% | 57.9%-13.1pp | 69.1%-24.3pp | 68.1%-23.2pp |
| Annual return | 15.30% | 22.76%-7.5pp | 64.97%-49.7pp | 53.51%-38.2pp |
| Employer contribution / active EE | $1,318 | $1,678-21.5% | $2,549-48.3% | $2,552-48.4% |
| Participant deferral / active EE | $2,355 | $3,124-24.6% | $4,614-49.0% | $4,126-42.9% |
| Admin fee / account holder | $620 | $4,795-87.1% | $7,673-91.9% | $7,339-91.5% |