Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,930 | $77,908-65.4% | $149,696-82.0% | $75,173-64.2% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 21.94% | 31.73%-9.8pp | 134.46%-112.5pp | 160.72%-138.8pp |
| Employer contribution / active EE | $888 | $3,138-71.7% | $4,821-81.6% | $2,671-66.8% |
| Participant deferral / active EE | $1,632 | $3,411-52.2% | $5,682-71.3% | $4,126-60.5% |
| Admin fee / account holder | $494 | $5,950-91.7% | $13,212-96.3% | $5,651-91.3% |