Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,990 | $57,073-79.0% | $85,126-85.9% | $80,925-85.2% |
| Participation rate | 30.6% | 56.4%-25.8pp | 67.5%-37.0pp | 67.7%-37.1pp |
| Annual return | 14.07% | 21.69%-7.6pp | 66.63%-52.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $581 | $1,801-67.7% | $2,731-78.7% | $2,756-78.9% |
| Participant deferral / active EE | $897 | $3,113-71.2% | $4,523-80.2% | $4,299-79.1% |
| Admin fee / account holder | $1,461 | $4,988-70.7% | $6,160-76.3% | $6,940-79.0% |