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 | $25,500 | $58,627-56.5% | $76,735-66.8% | $82,448-69.1% |
| Participation rate | 49.2% | 63.2%-14.0pp | 69.5%-20.3pp | 68.1%-18.8pp |
| Annual return | 16.33% | 39.10%-22.8pp | 29.77%-13.4pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,018 | $1,729-41.1% | $2,454-58.5% | $2,551-60.1% |
| Participant deferral / active EE | $2,278 | $3,134-27.3% | $4,088-44.3% | $4,139-45.0% |
| Admin fee / account holder | $318 | $5,323-94.0% | $7,189-95.6% | $7,234-95.6% |