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 | $9,321 | $51,207-81.8% | $70,565-86.8% | $75,177-87.6% |
| Participation rate | 26.4% | 61.0%-34.5pp | 68.4%-41.9pp | 67.2%-40.8pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.79%-32.8pp | 160.75%-160.8pp |
| Employer contribution / active EE | $826 | $1,826-54.8% | $2,976-72.2% | $2,671-69.1% |
| Participant deferral / active EE | $1,687 | $2,850-40.8% | $4,568-63.1% | $4,126-59.1% |
| Admin fee / account holder | $405 | $4,097-90.1% | $6,430-93.7% | $5,651-92.8% |