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 | $26,174 | $77,908-66.4% | $149,696-82.5% | $75,173-65.2% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 18.91% | 31.73%-12.8pp | 134.46%-115.5pp | 160.72%-141.8pp |
| Employer contribution / active EE | $902 | $3,138-71.3% | $4,821-81.3% | $2,671-66.2% |
| Participant deferral / active EE | $1,386 | $3,411-59.4% | $5,682-75.6% | $4,126-66.4% |
| Admin fee / account holder | $1,307 | $5,950-78.0% | $13,212-90.1% | $5,651-76.9% |