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 | $20,507 | $29,667-30.9% | $56,441-63.7% | $80,874-74.6% |
| Participation rate | 53.5% | 41.7%+11.8pp | 52.5%+1.0pp | 67.6%-14.2pp |
| Annual return | 17.23% | 35.22%-18.0pp | 1704.21%-1687.0pp | 35.62%-18.4pp |
| Employer contribution / active EE | $902 | $669+34.7% | $1,039-13.2% | $2,756-67.3% |
| Participant deferral / active EE | $1,333 | $1,227+8.7% | $1,953-31.8% | $4,297-69.0% |
| Admin fee / account holder | $1,068 | $2,429-56.0% | $2,829-62.3% | $6,935-84.6% |