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 | $21,948 | $29,733-26.2% | $56,025-60.8% | $80,959-72.9% |
| Participation rate | 29.8% | 41.7%-11.9pp | 52.5%-22.7pp | 67.7%-37.9pp |
| Annual return | 20.95% | 35.28%-14.3pp | 1712.69%-1691.7pp | 35.67%-14.7pp |
| Employer contribution / active EE | $646 | $672-3.9% | $1,042-38.0% | $2,757-76.6% |
| Participant deferral / active EE | $2,088 | $1,229+69.9% | $1,955+6.8% | $4,300-51.4% |
| Admin fee / account holder | $22,293 | $2,434+816.1% | $2,828+688.2% | $6,925+221.9% |