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 | $20,521 | $48,277-57.5% | $67,511-69.6% | $80,874-74.6% |
| Participation rate | 61.1% | 66.4%-5.3pp | 72.9%-11.8pp | 67.6%-6.5pp |
| Annual return | 12.26% | 18.27%-6.0pp | 3517.41%-3505.1pp | 35.62%-23.4pp |
| Employer contribution / active EE | $997 | $2,021-50.7% | $2,733-63.5% | $2,756-63.8% |
| Participant deferral / active EE | $1,286 | $2,926-56.1% | $4,000-67.9% | $4,297-70.1% |
| Admin fee / account holder | $1,585 | $3,687-57.0% | $3,999-60.4% | $6,935-77.2% |