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 | $16,389 | $51,638-68.3% | $68,368-76.0% | $82,448-80.1% |
| Participation rate | 67.7% | 63.6%+4.1pp | 73.8%-6.0pp | 68.1%-0.3pp |
| Annual return | 18.27% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,485 | $2,047-27.4% | $2,649-43.9% | $2,551-41.8% |
| Participant deferral / active EE | $2,155 | $2,914-26.1% | $4,123-47.7% | $4,139-47.9% |
| Admin fee / account holder | $2,171 | $4,643-53.2% | $5,150-57.8% | $7,234-70.0% |