Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,326 | $45,343-75.0% | $150,298-92.5% | $67,986-83.3% |
| Participation rate | 47.8% | 51.9%-4.0pp | 77.8%-29.9pp | 57.2%-9.4pp |
| Annual return | 22.05% | 33.28%-11.2pp | 62.79%-40.7pp | 31.67%-9.6pp |
| Employer contribution / active EE | $575 | $1,462-60.6% | $4,154-86.1% | $2,019-71.5% |
| Participant deferral / active EE | $1,354 | $2,055-34.1% | $5,453-75.2% | $3,358-59.7% |
| Admin fee / account holder | $496 | $2,250-78.0% | $14,116-96.5% | $3,203-84.5% |