Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,690 | $81,331-75.8% | $155,534-87.3% | $80,935-75.7% |
| Participation rate | 53.2% | 66.3%-13.1pp | 78.2%-25.1pp | 67.7%-14.5pp |
| Annual return | 28.54% | 33.37%-4.8pp | 64.92%-36.4pp | 35.66%-7.1pp |
| Employer contribution / active EE | $457 | $3,105-85.3% | $4,675-90.2% | $2,757-83.4% |
| Participant deferral / active EE | $2,576 | $3,454-25.4% | $5,630-54.2% | $4,299-40.1% |
| Admin fee / account holder | $1,647 | $7,999-79.4% | $15,900-89.6% | $6,924-76.2% |