Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,122 | $29,736-32.3% | $56,033-64.1% | $80,935-75.1% |
| Participation rate | 28.6% | 41.7%-13.1pp | 52.5%-23.9pp | 67.7%-39.1pp |
| Annual return | 20.14% | 35.28%-15.1pp | 1711.38%-1691.2pp | 35.66%-15.5pp |
| Employer contribution / active EE | $615 | $671-8.4% | $1,041-40.9% | $2,757-77.7% |
| Participant deferral / active EE | $1,543 | $1,228+25.6% | $1,954-21.0% | $4,299-64.1% |
| Admin fee / account holder | $1,057 | $2,434-56.6% | $2,827-62.6% | $6,924-84.7% |