Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,581 | $77,908-72.3% | $149,696-85.6% | $75,173-71.3% |
| Participation rate | 42.3% | 65.6%-23.3pp | 78.8%-36.5pp | 67.2%-24.9pp |
| Annual return | 22.49% | 31.73%-9.2pp | 134.46%-112.0pp | 160.72%-138.2pp |
| Employer contribution / active EE | $1,099 | $3,138-65.0% | $4,821-77.2% | $2,671-58.9% |
| Participant deferral / active EE | $1,981 | $3,411-41.9% | $5,682-65.1% | $4,126-52.0% |
| Admin fee / account holder | $1,498 | $5,950-74.8% | $13,212-88.7% | $5,651-73.5% |