Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,948 | $46,732-72.3% | $156,552-91.7% | $55,167-76.5% |
| Participation rate | 35.8% | 65.8%-29.9pp | 84.0%-48.2pp | 69.0%-33.1pp |
| Annual return | 8.01% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $615 | $2,105-70.8% | $5,501-88.8% | $1,963-68.7% |
| Participant deferral / active EE | $1,071 | $2,204-51.4% | $4,871-78.0% | $3,054-64.9% |
| Admin fee / account holder | $2,616 | $418+525.3% | $13,028-79.9% | $504+419.2% |