Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,422 | $58,311-59.8% | $81,882-71.4% | $80,959-71.1% |
| Participation rate | 53.3% | 63.5%-10.2pp | 72.4%-19.1pp | 67.7%-14.3pp |
| Annual return | 20.76% | 41.85%-21.1pp | 779.47%-758.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $942 | $2,347-59.8% | $2,916-67.7% | $2,757-65.8% |
| Participant deferral / active EE | $4,186 | $3,287+27.3% | $4,323-3.2% | $4,300-2.7% |
| Admin fee / account holder | $1,719 | $4,752-63.8% | $7,360-76.6% | $6,925-75.2% |