Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,760 | $138,312-82.1% | $122,979-79.9% | $155,188-84.0% |
| Participation rate | 50.0% | 80.2%-30.2pp | 77.2%-27.2pp | 80.8%-30.8pp |
| Annual return | 16.15% | 22.06%-5.9pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,322 | $3,530-34.2% | $3,062-24.2% | $4,248-45.3% |
| Participant deferral / active EE | $5,115 | $5,592-8.5% | $5,003+2.2% | $6,531-21.7% |
| Admin fee / account holder | $18,931 | $15,089+25.5% | $12,864+47.2% | $14,480+30.7% |