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 | $14,134 | $58,234-75.7% | $81,783-82.7% | $80,874-82.5% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.4%-36.6pp | 67.6%-31.9pp |
| Annual return | 20.67% | 41.70%-21.0pp | 775.05%-754.4pp | 35.62%-15.0pp |
| Employer contribution / active EE | $564 | $2,341-75.9% | $2,913-80.6% | $2,756-79.5% |
| Participant deferral / active EE | $1,703 | $3,283-48.1% | $4,320-60.6% | $4,297-60.4% |
| Admin fee / account holder | $2,108 | $4,982-57.7% | $7,380-71.4% | $6,935-69.6% |