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 | $16,284 | $57,073-71.5% | $85,126-80.9% | $80,925-79.9% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 16.34% | 21.69%-5.4pp | 66.63%-50.3pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,529 | $1,801-15.1% | $2,731-44.0% | $2,756-44.5% |
| Participant deferral / active EE | $3,044 | $3,113-2.2% | $4,523-32.7% | $4,299-29.2% |
| Admin fee / account holder | $532 | $4,988-89.3% | $6,160-91.4% | $6,940-92.3% |