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 | $17,477 | $84,236-79.3% | $170,435-89.7% | $70,126-75.1% |
| Participation rate | 55.2% | 70.8%-15.7pp | 83.6%-28.4pp | 69.5%-14.4pp |
| Annual return | 17.28% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,175 | $3,387-35.8% | $5,432-60.0% | $2,343-7.2% |
| Participant deferral / active EE | $1,113 | $3,086-63.9% | $4,939-77.5% | $3,332-66.6% |
| Admin fee / account holder | $2,606 | $5,698-54.3% | $13,881-81.2% | $4,645-43.9% |