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 | $28,946 | $68,880-58.0% | $120,580-76.0% | $80,959-64.2% |
| Participation rate | 44.3% | 61.7%-17.4pp | 72.0%-27.7pp | 67.7%-23.4pp |
| Annual return | 12.99% | 23.68%-10.7pp | 107.48%-94.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,072 | $2,066-48.1% | $3,469-69.1% | $2,757-61.1% |
| Participant deferral / active EE | $1,409 | $3,191-55.8% | $4,995-71.8% | $4,300-67.2% |
| Admin fee / account holder | $1,124 | $5,785-80.6% | $9,418-88.1% | $6,925-83.8% |