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 | $26,712 | $51,638-48.3% | $68,368-60.9% | $82,448-67.6% |
| Participation rate | 60.5% | 63.6%-3.1pp | 73.8%-13.2pp | 68.1%-7.5pp |
| Annual return | 18.26% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $782 | $2,047-61.8% | $2,649-70.5% | $2,551-69.3% |
| Participant deferral / active EE | $1,547 | $2,914-46.9% | $4,123-62.5% | $4,139-62.6% |
| Admin fee / account holder | $1,432 | $4,643-69.2% | $5,150-72.2% | $7,234-80.2% |