Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,663 | $46,877-43.1% | $122,342-78.2% | $70,131-62.0% |
| Participation rate | 69.0% | 58.2%+10.8pp | 71.6%-2.6pp | 69.5%-0.5pp |
| Annual return | 18.99% | 24.22%-5.2pp | 30.28%-11.3pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,084 | $1,288-15.8% | $4,051-73.2% | $2,342-53.7% |
| Participant deferral / active EE | $3,572 | $2,167+64.8% | $3,287+8.7% | $3,332+7.2% |
| Admin fee / account holder | $754 | $3,324-77.3% | $5,478-86.2% | $4,645-83.8% |