Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,981 | $63,904-62.5% | $89,340-73.2% | $67,986-64.7% |
| Participation rate | 26.8% | 54.3%-27.6pp | 69.6%-42.8pp | 57.2%-30.4pp |
| Annual return | 20.22% | 18.09%+2.1pp | 20.57%-0.3pp | 31.67%-11.4pp |
| Employer contribution / active EE | $693 | $1,627-57.4% | $2,231-68.9% | $2,019-65.7% |
| Participant deferral / active EE | $1,369 | $2,691-49.1% | $3,823-64.2% | $3,358-59.2% |
| Admin fee / account holder | $848 | $3,315-74.4% | $6,704-87.3% | $3,203-73.5% |