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 | $25,707 | $77,164-66.7% | $178,014-85.6% | $80,874-68.2% |
| Participation rate | 37.1% | 65.7%-28.6pp | 77.1%-39.9pp | 67.6%-30.5pp |
| Annual return | 13.38% | 18.09%-4.7pp | 294.80%-281.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $718 | $2,288-68.6% | $3,950-81.8% | $2,756-73.9% |
| Participant deferral / active EE | $4,137 | $4,408-6.1% | $6,276-34.1% | $4,297-3.7% |
| Admin fee / account holder | $7,725 | $7,164+7.8% | $10,362-25.4% | $6,935+11.4% |