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 | $17,042 | $81,276-79.0% | $155,574-89.0% | $80,925-78.9% |
| Participation rate | 36.8% | 66.2%-29.4pp | 78.2%-41.4pp | 67.7%-30.8pp |
| Annual return | 13.36% | 33.36%-20.0pp | 64.87%-51.5pp | 35.65%-22.3pp |
| Employer contribution / active EE | $868 | $3,103-72.0% | $4,676-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,672 | $3,453-51.6% | $5,629-70.3% | $4,299-61.1% |
| Admin fee / account holder | $1,208 | $7,993-84.9% | $15,914-92.4% | $6,940-82.6% |