Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,492 | $43,075-61.7% | $74,577-77.9% | $62,881-73.8% |
| Participation rate | 54.5% | 58.1%-3.5pp | 68.1%-13.6pp | 69.3%-14.8pp |
| Annual return | 20.37% | 17.50%+2.9pp | 20.47%-0.1pp | 20.14%+0.2pp |
| Employer contribution / active EE | $1,476 | $1,498-1.4% | $2,525-41.6% | $2,281-35.3% |
| Participant deferral / active EE | $2,645 | $2,389+10.7% | $3,458-23.5% | $3,203-17.4% |
| Admin fee / account holder | $718 | $2,840-74.7% | $4,138-82.6% | $4,296-83.3% |