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 | $9,234 | $29,733-68.9% | $56,025-83.5% | $80,959-88.6% |
| Participation rate | 68.0% | 41.7%+26.3pp | 52.5%+15.5pp | 67.7%+0.3pp |
| Annual return | 15.33% | 35.28%-20.0pp | 1712.69%-1697.4pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,359 | $672+102.3% | $1,042+30.5% | $2,757-50.7% |
| Participant deferral / active EE | $684 | $1,229-44.4% | $1,955-65.0% | $4,300-84.1% |
| Admin fee / account holder | $1,380 | $2,434-43.3% | $2,828-51.2% | $6,925-80.1% |