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 | $12,578 | $81,358-84.5% | $155,556-91.9% | $80,959-84.5% |
| Participation rate | 44.2% | 66.3%-22.0pp | 78.2%-34.0pp | 67.7%-23.4pp |
| Annual return | 24.82% | 33.39%-8.6pp | 64.84%-40.0pp | 35.67%-10.9pp |
| Employer contribution / active EE | $1,044 | $3,106-66.4% | $4,675-77.7% | $2,757-62.1% |
| Participant deferral / active EE | $1,545 | $3,455-55.3% | $5,631-72.6% | $4,300-64.1% |
| Admin fee / account holder | $2,049 | $7,994-74.4% | $15,885-87.1% | $6,925-70.4% |