Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,772 | $57,541-60.4% | $95,759-76.2% | $75,177-69.7% |
| Participation rate | 48.1% | 62.5%-14.5pp | 72.3%-24.2pp | 67.2%-19.2pp |
| Annual return | 22.92% | 34.93%-12.0pp | 28.42%-5.5pp | 160.75%-137.8pp |
| Employer contribution / active EE | $727 | $1,808-59.8% | $2,836-74.4% | $2,671-72.8% |
| Participant deferral / active EE | $2,089 | $3,074-32.0% | $4,244-50.8% | $4,126-49.4% |
| Admin fee / account holder | $512 | $4,099-87.5% | $5,678-91.0% | $5,651-90.9% |