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 | $3,025 | $104,650-97.1% | $83,854-96.4% | $155,188-98.1% |
| Participation rate | 57.1% | 65.1%-7.9pp | 59.1%-2.0pp | 80.8%-23.7pp |
| Annual return | 22.50% | 28.97%-6.5pp | 31.39%-8.9pp | 148.84%-126.3pp |
| Employer contribution / active EE | $569 | $1,196-52.4% | $1,017-44.0% | $4,248-86.6% |
| Participant deferral / active EE | $689 | $2,367-70.9% | $2,035-66.2% | $6,531-89.5% |
| Admin fee / account holder | $315 | $3,518-91.0% | $3,197-90.1% | $14,480-97.8% |