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 | $14,475 | $58,234-75.1% | $81,783-82.3% | $80,874-82.1% |
| Participation rate | 27.3% | 63.4%-36.2pp | 72.4%-45.1pp | 67.6%-40.4pp |
| Annual return | 17.01% | 41.70%-24.7pp | 775.05%-758.0pp | 35.62%-18.6pp |
| Employer contribution / active EE | $704 | $2,341-69.9% | $2,913-75.8% | $2,756-74.4% |
| Participant deferral / active EE | $1,829 | $3,283-44.3% | $4,320-57.7% | $4,297-57.4% |
| Admin fee / account holder | $396 | $4,982-92.0% | $7,380-94.6% | $6,935-94.3% |