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 | $21,603 | $61,125-64.7% | $94,057-77.0% | $87,485-75.3% |
| Participation rate | 29.6% | 64.1%-34.4pp | 73.3%-43.7pp | 68.9%-39.3pp |
| Annual return | 20.10% | 35.20%-15.1pp | 480.62%-460.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $699 | $2,136-67.3% | $2,933-76.2% | $2,596-73.1% |
| Participant deferral / active EE | $1,206 | $3,260-63.0% | $4,709-74.4% | $4,274-71.8% |
| Admin fee / account holder | $1,278 | $5,629-77.3% | $7,244-82.4% | $7,775-83.6% |