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 | $26,277 | $46,877-43.9% | $122,354-78.5% | $70,126-62.5% |
| Participation rate | 67.6% | 58.2%+9.4pp | 71.6%-4.0pp | 69.5%-1.9pp |
| Annual return | 26.54% | 24.22%+2.3pp | 30.28%-3.7pp | 73.15%-46.6pp |
| Employer contribution / active EE | $1,992 | $1,288+54.6% | $4,051-50.8% | $2,343-15.0% |
| Participant deferral / active EE | $2,854 | $2,167+31.7% | $3,287-13.2% | $3,332-14.4% |
| Admin fee / account holder | $3,716 | $3,324+11.8% | $5,479-32.2% | $4,645-20.0% |