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 | $20,373 | $73,955-72.5% | $96,520-78.9% | $75,181-72.9% |
| Participation rate | 41.2% | 66.4%-25.2pp | 74.3%-33.2pp | 67.2%-26.0pp |
| Annual return | 16.33% | 26.72%-10.4pp | 35.72%-19.4pp | 160.69%-144.4pp |
| Employer contribution / active EE | $942 | $2,930-67.8% | $3,739-74.8% | $2,671-64.7% |
| Participant deferral / active EE | $1,801 | $3,659-50.8% | $4,879-63.1% | $4,126-56.4% |
| Admin fee / account holder | $1,029 | $5,217-80.3% | $6,733-84.7% | $5,650-81.8% |