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 | $22,156 | $45,126-50.9% | $85,187-74.0% | $74,459-70.2% |
| Participation rate | 19.7% | 49.4%-29.6pp | 67.5%-47.8pp | 67.2%-47.5pp |
| Annual return | 13.62% | 26.30%-12.7pp | 66.67%-53.0pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $216 | $1,460-85.2% | $2,732-92.1% | $2,626-91.8% |
| Participant deferral / active EE | $1,021 | $2,738-62.7% | $4,525-77.4% | $4,350-76.5% |
| Admin fee / account holder | $1,601 | $2,212-27.6% | $6,162-74.0% | $1,945-17.7% |