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 | $21,079 | $51,207-58.8% | $70,565-70.1% | $75,177-72.0% |
| Participation rate | 46.0% | 61.0%-15.0pp | 68.4%-22.4pp | 67.2%-21.2pp |
| Annual return | 19.42% | 30.05%-10.6pp | 32.79%-13.4pp | 160.75%-141.3pp |
| Employer contribution / active EE | $1,105 | $1,826-39.5% | $2,976-62.9% | $2,671-58.6% |
| Participant deferral / active EE | $1,591 | $2,850-44.2% | $4,568-65.2% | $4,126-61.4% |
| Admin fee / account holder | $312 | $4,097-92.4% | $6,430-95.1% | $5,651-94.5% |