Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,448 | $81,331-67.5% | $155,534-83.0% | $80,935-67.3% |
| Participation rate | 68.0% | 66.3%+1.7pp | 78.2%-10.2pp | 67.7%+0.3pp |
| Annual return | 21.92% | 33.37%-11.5pp | 64.92%-43.0pp | 35.66%-13.7pp |
| Employer contribution / active EE | $2,310 | $3,105-25.6% | $4,675-50.6% | $2,757-16.2% |
| Participant deferral / active EE | $4,979 | $3,454+44.1% | $5,630-11.6% | $4,299+15.8% |
| Admin fee / account holder | $329 | $7,999-95.9% | $15,900-97.9% | $6,924-95.2% |