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 | $14,672 | $80,812-81.8% | $160,784-90.9% | $82,448-82.2% |
| Participation rate | 56.5% | 66.2%-9.8pp | 77.0%-20.5pp | 68.1%-11.6pp |
| Annual return | 19.42% | 100.59%-81.2pp | 1803.92%-1784.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,281 | $2,174-41.1% | $3,733-65.7% | $2,551-49.8% |
| Participant deferral / active EE | $2,032 | $4,335-53.1% | $6,293-67.7% | $4,139-50.9% |
| Admin fee / account holder | $309 | $7,695-96.0% | $9,717-96.8% | $7,234-95.7% |