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 | $23,589 | $54,757-56.9% | $90,304-73.9% | $72,975-67.7% |
| Participation rate | 64.0% | 65.2%-1.2pp | 73.3%-9.3pp | 69.5%-5.5pp |
| Annual return | 22.52% | 30.63%-8.1pp | 78.13%-55.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,207 | $2,093-42.3% | $2,855-57.7% | $2,440-50.5% |
| Participant deferral / active EE | $1,996 | $2,887-30.9% | $3,885-48.6% | $3,608-44.7% |
| Admin fee / account holder | $2,256 | $3,973-43.2% | $5,354-57.9% | $5,124-56.0% |