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 | $17,944 | $58,241-69.2% | $81,780-78.1% | $80,911-77.8% |
| Participation rate | 61.9% | 63.4%-1.5pp | 72.4%-10.5pp | 67.6%-5.7pp |
| Annual return | 13.24% | 41.73%-28.5pp | 776.27%-763.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $751 | $2,343-67.9% | $2,914-74.2% | $2,756-72.7% |
| Participant deferral / active EE | $1,499 | $3,283-54.3% | $4,321-65.3% | $4,297-65.1% |
| Admin fee / account holder | $720 | $4,973-85.5% | $7,384-90.2% | $6,935-89.6% |