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 | $4,405 | $23,330-81.1% | $64,489-93.2% | $82,448-94.7% |
| Participation rate | 65.9% | 68.3%-2.4pp | 67.7%-1.8pp | 68.1%-2.2pp |
| Annual return | 18.93% | 83.66%-64.7pp | 55.03%-36.1pp | 41.64%-22.7pp |
| Employer contribution / active EE | $470 | $824-43.0% | $1,523-69.1% | $2,551-81.6% |
| Participant deferral / active EE | $1,422 | $1,707-16.7% | $2,778-48.8% | $4,139-65.7% |
| Admin fee / account holder | $1,062 | $2,946-63.9% | $4,260-75.1% | $7,234-85.3% |