Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,765 | $72,273-63.0% | $101,275-73.6% | $79,856-66.5% |
| Participation rate | 49.0% | 68.5%-19.4pp | 75.8%-26.8pp | 69.6%-20.6pp |
| Annual return | 21.05% | 22.30%-1.2pp | 46.48%-25.4pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,323 | $2,691-50.8% | $3,660-63.9% | $2,471-46.5% |
| Participant deferral / active EE | $2,497 | $3,282-23.9% | $4,371-42.9% | $3,741-33.3% |
| Admin fee / account holder | $1,926 | $4,401-56.2% | $5,948-67.6% | $5,306-63.7% |