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 | $26,393 | $117,433-77.5% | $99,475-73.5% | $152,897-82.7% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 23.16% | 31.87%-8.7pp | 30.72%-7.6pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,041 | $3,013-32.3% | $2,540-19.7% | $4,764-57.2% |
| Participant deferral / active EE | $4,000 | $4,086-2.1% | $3,619+10.5% | $5,851-31.6% |
| Admin fee / account holder | $774 | $7,634-89.9% | $6,252-87.6% | $11,599-93.3% |