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 | $13,430 | $45,872-70.7% | $77,096-82.6% | $68,486-80.4% |
| Participation rate | 26.9% | 55.9%-29.0pp | 67.9%-41.0pp | 67.9%-41.0pp |
| Annual return | 56.63% | 1.73%+54.9pp | 42.35%+14.3pp | -7.85%+64.5pp |
| Employer contribution / active EE | $1,156 | $1,650-29.9% | $2,814-58.9% | $2,597-55.5% |
| Participant deferral / active EE | $2,525 | $2,963-14.8% | $4,429-43.0% | $4,028-37.3% |
| Admin fee / account holder | $2,848 | $3,041-6.3% | $5,428-47.5% | $5,404-47.3% |