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 | $27,787 | $45,087-38.4% | $69,483-60.0% | $72,976-61.9% |
| Participation rate | 68.4% | 68.5%-0.1pp | 74.6%-6.2pp | 69.5%-1.1pp |
| Annual return | 21.52% | 22.67%-1.1pp | 28.99%-7.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $1,994 | $2,055-3.0% | $2,780-28.3% | $2,440-18.3% |
| Participant deferral / active EE | $5,703 | $2,603+119.1% | $3,537+61.3% | $3,608+58.1% |
| Admin fee / account holder | $9,150 | $3,057+199.3% | $3,841+138.2% | $5,124+78.6% |