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 | $22,420 | $55,902-59.9% | $76,030-70.5% | $80,959-72.3% |
| Participation rate | 51.4% | 62.1%-10.7pp | 69.1%-17.7pp | 67.7%-16.3pp |
| Annual return | 11.91% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,435 | $1,867-23.2% | $2,688-46.6% | $2,757-48.0% |
| Participant deferral / active EE | $2,517 | $3,051-17.5% | $4,257-40.9% | $4,300-41.5% |
| Admin fee / account holder | $4,045 | $5,239-22.8% | $6,421-37.0% | $6,925-41.6% |