Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,435 | $58,258-56.3% | $81,820-68.9% | $80,925-68.6% |
| Participation rate | 65.4% | 63.5%+1.9pp | 72.4%-7.0pp | 67.7%-2.3pp |
| Annual return | 22.47% | 41.76%-19.3pp | 777.93%-755.5pp | 35.65%-13.2pp |
| Employer contribution / active EE | $440 | $2,345-81.3% | $2,915-84.9% | $2,756-84.0% |
| Participant deferral / active EE | $6,660 | $3,284+102.8% | $4,323+54.1% | $4,299+54.9% |
| Admin fee / account holder | $3,332 | $4,976-33.0% | $7,391-54.9% | $6,940-52.0% |