Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,999 | $81,331-69.3% | $155,534-83.9% | $80,935-69.1% |
| Participation rate | 48.7% | 66.3%-17.6pp | 78.2%-29.5pp | 67.7%-19.0pp |
| Annual return | 12.42% | 33.37%-20.9pp | 64.92%-52.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,434 | $3,105-53.8% | $4,675-69.3% | $2,757-48.0% |
| Participant deferral / active EE | $2,646 | $3,454-23.4% | $5,630-53.0% | $4,299-38.5% |
| Admin fee / account holder | $866 | $7,999-89.2% | $15,900-94.6% | $6,924-87.5% |