Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,581 | $84,236-77.9% | $170,435-89.1% | $70,126-73.5% |
| Participation rate | 46.4% | 70.8%-24.4pp | 83.6%-37.2pp | 69.5%-23.1pp |
| Annual return | 23.11% | 23.06%0pp | 205.94%-182.8pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,181 | $3,387-65.1% | $5,432-78.3% | $2,343-49.6% |
| Participant deferral / active EE | $3,453 | $3,086+11.9% | $4,939-30.1% | $3,332+3.6% |
| Admin fee / account holder | $1,301 | $5,698-77.2% | $13,881-90.6% | $4,645-72.0% |