Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,395 | $45,050-56.9% | $63,018-69.2% | $70,126-72.3% |
| Participation rate | 59.3% | 69.5%-10.3pp | 74.8%-15.5pp | 69.5%-10.3pp |
| Annual return | 16.66% | 18.76%-2.1pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,076 | $2,052-47.6% | $2,761-61.0% | $2,343-54.1% |
| Participant deferral / active EE | $3,310 | $2,466+34.3% | $3,330-0.6% | $3,332-0.6% |
| Admin fee / account holder | $641 | $2,834-77.4% | $3,601-82.2% | $4,645-86.2% |