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 | $20,417 | $78,690-74.1% | $161,489-87.4% | $87,485-76.7% |
| Participation rate | 22.7% | 67.5%-44.7pp | 78.7%-56.0pp | 68.9%-46.2pp |
| Annual return | 21.38% | 32.74%-11.4pp | 89.72%-68.3pp | 26.06%-4.7pp |
| Employer contribution / active EE | $787 | $2,588-69.6% | $4,268-81.6% | $2,596-69.7% |
| Participant deferral / active EE | $1,409 | $3,311-57.4% | $5,630-75.0% | $4,274-67.0% |
| Admin fee / account holder | $4,923 | $6,724-26.8% | $16,006-69.2% | $7,775-36.7% |