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 | $19,928 | $63,809-68.8% | $81,353-75.5% | $80,935-75.4% |
| Participation rate | 67.4% | 63.9%+3.5pp | 69.5%-2.1pp | 67.7%-0.3pp |
| Annual return | 36.31% | 16.37%+19.9pp | 24.82%+11.5pp | 35.66%+0.6pp |
| Employer contribution / active EE | $1,952 | $1,981-1.5% | $2,464-20.8% | $2,757-29.2% |
| Participant deferral / active EE | $4,163 | $3,093+34.6% | $3,885+7.2% | $4,299-3.2% |
| Admin fee / account holder | $1,340 | $5,686-76.4% | $5,766-76.8% | $6,924-80.6% |