Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,303 | $71,197-72.9% | $93,669-79.4% | $80,925-76.1% |
| Participation rate | 68.1% | 60.4%+7.7pp | 68.7%-0.6pp | 67.7%+0.4pp |
| Annual return | 38.72% | 11.27%+27.5pp | 133.59%-94.9pp | 35.65%+3.1pp |
| Employer contribution / active EE | $2,414 | $1,565+54.3% | $2,424-0.4% | $2,756-12.4% |
| Participant deferral / active EE | $3,716 | $4,036-7.9% | $4,416-15.8% | $4,299-13.5% |
| Admin fee / account holder | $2,130 | $6,959-69.4% | $8,291-74.3% | $6,940-69.3% |