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 | $14,894 | $58,099-74.4% | $76,872-80.6% | $75,173-80.2% |
| Participation rate | 23.1% | 63.9%-40.8pp | 69.6%-46.5pp | 67.2%-44.1pp |
| Annual return | 19.06% | 26.71%-7.6pp | 37.90%-18.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,119 | $2,999-29.3% | $3,832-44.7% | $4,126-48.6% |
| Admin fee / account holder | $713 | $4,778-85.1% | $5,476-87.0% | $5,651-87.4% |