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 | $21,807 | $58,275-62.6% | $81,844-73.4% | $80,935-73.1% |
| Participation rate | 26.8% | 63.5%-36.7pp | 72.4%-45.6pp | 67.7%-40.9pp |
| Annual return | 14.21% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $774 | $2,346-67.0% | $2,916-73.4% | $2,757-71.9% |
| Participant deferral / active EE | $1,086 | $3,285-66.9% | $4,323-74.9% | $4,299-74.7% |
| Admin fee / account holder | $902 | $4,749-81.0% | $7,355-87.7% | $6,924-87.0% |