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 | $28,320 | $29,716-4.7% | $56,077-49.5% | $80,925-65.0% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | 16.35% | 35.30%-18.9pp | 1709.28%-1692.9pp | 35.65%-19.3pp |
| Employer contribution / active EE | $403 | $671-39.9% | $1,040-61.2% | $2,756-85.4% |
| Participant deferral / active EE | $1,786 | $1,228+45.4% | $1,954-8.6% | $4,299-58.5% |
| Admin fee / account holder | $1,395 | $2,432-42.6% | $2,825-50.6% | $6,940-79.9% |