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 | $18,617 | $57,073-67.4% | $85,126-78.1% | $80,925-77.0% |
| Participation rate | 17.9% | 56.4%-38.5pp | 67.5%-49.6pp | 67.7%-49.7pp |
| Annual return | 21.18% | 21.69%-0.5pp | 66.63%-45.5pp | 35.65%-14.5pp |
| Employer contribution / active EE | $595 | $1,801-66.9% | $2,731-78.2% | $2,756-78.4% |
| Participant deferral / active EE | $874 | $3,113-71.9% | $4,523-80.7% | $4,299-79.7% |
| Admin fee / account holder | $2,422 | $4,988-51.4% | $6,160-60.7% | $6,940-65.1% |