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 | $22,303 | $29,736-25.0% | $56,033-60.2% | $80,935-72.4% |
| Participation rate | 25.5% | 41.7%-16.2pp | 52.5%-27.0pp | 67.7%-42.1pp |
| Annual return | 15.37% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $619 | $671-7.8% | $1,041-40.5% | $2,757-77.5% |
| Participant deferral / active EE | $813 | $1,228-33.8% | $1,954-58.4% | $4,299-81.1% |
| Admin fee / account holder | $966 | $2,434-60.3% | $2,827-65.8% | $6,924-86.1% |