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 | $22,808 | $77,908-70.7% | $149,696-84.8% | $75,173-69.7% |
| Participation rate | 48.1% | 65.6%-17.4pp | 78.8%-30.6pp | 67.2%-19.1pp |
| Annual return | 15.32% | 31.73%-16.4pp | 134.46%-119.1pp | 160.72%-145.4pp |
| Employer contribution / active EE | $684 | $3,138-78.2% | $4,821-85.8% | $2,671-74.4% |
| Participant deferral / active EE | $1,433 | $3,411-58.0% | $5,682-74.8% | $4,126-65.3% |
| Admin fee / account holder | $1,790 | $5,950-69.9% | $13,212-86.5% | $5,651-68.3% |