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 | $14,278 | $58,234-75.5% | $81,783-82.5% | $80,874-82.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 21.60% | 41.70%-20.1pp | 775.05%-753.4pp | 35.62%-14.0pp |
| Employer contribution / active EE | $668 | $2,341-71.5% | $2,913-77.1% | $2,756-75.8% |
| Participant deferral / active EE | $1,291 | $3,283-60.7% | $4,320-70.1% | $4,297-70.0% |
| Admin fee / account holder | $1,392 | $4,982-72.0% | $7,380-81.1% | $6,935-79.9% |