Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,944 | $58,311-69.2% | $81,882-78.1% | $80,959-77.8% |
| Participation rate | 61.9% | 63.5%-1.6pp | 72.4%-10.5pp | 67.7%-5.8pp |
| Annual return | 13.24% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $751 | $2,347-68.0% | $2,916-74.2% | $2,757-72.8% |
| Participant deferral / active EE | $1,499 | $3,287-54.4% | $4,323-65.3% | $4,300-65.1% |
| Admin fee / account holder | $720 | $4,752-84.8% | $7,360-90.2% | $6,925-89.6% |