Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,312 | $117,904-82.8% | $102,457-80.2% | $145,978-86.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 20.58% | 31.80%-11.2pp | 29.41%-8.8pp | 550.52%-529.9pp |
| Employer contribution / active EE | $1,424 | $3,613-60.6% | $3,022-52.9% | $4,662-69.4% |
| Participant deferral / active EE | $2,466 | $5,733-57.0% | $5,054-51.2% | $6,690-63.1% |
| Admin fee / account holder | $4,886 | $13,329-63.3% | $9,451-48.3% | $13,400-63.5% |