Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,376 | $48,364-53.7% | $71,796-68.8% | $62,881-64.4% |
| Participation rate | 51.3% | 60.6%-9.3pp | 69.1%-17.8pp | 69.3%-18.0pp |
| Annual return | 14.90% | 13.16%+1.7pp | 78.04%-63.1pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,569 | $1,042+50.6% | $1,924-18.5% | $2,281-31.2% |
| Participant deferral / active EE | $3,083 | $2,091+47.4% | $2,794+10.3% | $3,203-3.8% |
| Admin fee / account holder | $1,321 | $3,771-65.0% | $4,815-72.6% | $4,296-69.2% |