Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,114 | $81,276-74.0% | $155,574-86.4% | $80,925-73.9% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.7%-2.1pp |
| Annual return | 16.11% | 33.36%-17.3pp | 64.87%-48.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,836 | $3,103-40.8% | $4,676-60.7% | $2,756-33.4% |
| Participant deferral / active EE | $4,148 | $3,453+20.1% | $5,629-26.3% | $4,299-3.5% |
| Admin fee / account holder | $1,621 | $7,993-79.7% | $15,914-89.8% | $6,940-76.6% |