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 | $21,467 | $29,733-27.8% | $56,025-61.7% | $80,959-73.5% |
| Participation rate | 24.0% | 41.7%-17.7pp | 52.5%-28.5pp | 67.7%-43.7pp |
| Annual return | 27.76% | 35.28%-7.5pp | 1712.69%-1684.9pp | 35.67%-7.9pp |
| Employer contribution / active EE | $387 | $672-42.5% | $1,042-62.9% | $2,757-86.0% |
| Participant deferral / active EE | $1,299 | $1,229+5.7% | $1,955-33.5% | $4,300-69.8% |
| Admin fee / account holder | $558 | $2,434-77.1% | $2,828-80.3% | $6,925-91.9% |