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 | $27,087 | $71,197-62.0% | $93,669-71.1% | $80,925-66.5% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.7%-23.5pp |
| Annual return | 12.14% | 11.27%+0.9pp | 133.59%-121.4pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,110 | $1,565-29.1% | $2,424-54.2% | $2,756-59.7% |
| Participant deferral / active EE | $2,652 | $4,036-34.3% | $4,416-40.0% | $4,299-38.3% |
| Admin fee / account holder | $4,301 | $6,959-38.2% | $8,291-48.1% | $6,940-38.0% |