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 | $21,619 | $60,442-64.2% | $96,754-77.7% | $87,485-75.3% |
| Participation rate | 18.2% | 58.7%-40.5pp | 70.3%-52.1pp | 68.9%-50.7pp |
| Annual return | 19.32% | 21.97%-2.7pp | 82.04%-62.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $623 | $1,691-63.1% | $2,679-76.7% | $2,596-76.0% |
| Participant deferral / active EE | $970 | $3,280-70.4% | $4,758-79.6% | $4,274-77.3% |
| Admin fee / account holder | $2,269 | $5,069-55.2% | $8,905-74.5% | $7,775-70.8% |