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 | $25,910 | $71,197-63.6% | $93,669-72.3% | $80,925-68.0% |
| Participation rate | 4.9% | 60.4%-55.5pp | 68.7%-63.8pp | 67.7%-62.8pp |
| Annual return | 17.71% | 11.27%+6.4pp | 133.59%-115.9pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,509 | $1,565-3.6% | $2,424-37.7% | $2,756-45.3% |
| Participant deferral / active EE | $3,255 | $4,036-19.4% | $4,416-26.3% | $4,299-24.3% |
| Admin fee / account holder | $3,003 | $6,959-56.9% | $8,291-63.8% | $6,940-56.7% |