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 | $18,187 | $43,749-58.4% | $158,223-88.5% | $65,306-72.2% |
| Participation rate | 25.8% | 56.9%-31.1pp | 79.2%-53.4pp | 57.7%-31.8pp |
| Annual return | 21.78% | 19.41%+2.4pp | 52.09%-30.3pp | 21.94%-0.2pp |
| Employer contribution / active EE | $369 | $1,497-75.3% | $4,109-91.0% | $1,967-81.2% |
| Participant deferral / active EE | $912 | $2,019-54.8% | $5,467-83.3% | $2,959-69.2% |
| Admin fee / account holder | $911 | $1,930-52.8% | $16,047-94.3% | $3,480-73.8% |