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 | $42,820 | $57,061-25.0% | $85,063-49.7% | $80,911-47.1% |
| Participation rate | 21.8% | 56.3%-34.5pp | 67.5%-45.7pp | 67.6%-45.8pp |
| Annual return | 11.93% | 21.66%-9.7pp | 66.54%-54.6pp | 35.63%-23.7pp |
| Employer contribution / active EE | $678 | $1,799-62.3% | $2,727-75.1% | $2,756-75.4% |
| Participant deferral / active EE | $877 | $3,110-71.8% | $4,523-80.6% | $4,297-79.6% |
| Admin fee / account holder | $7,884 | $4,986+58.1% | $6,155+28.1% | $6,935+13.7% |