Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,225 | $93,598-73.0% | $135,974-81.4% | $75,173-66.4% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 18.43% | 30.89%-12.5pp | 68.30%-49.9pp | 160.72%-142.3pp |
| Employer contribution / active EE | $1,922 | $3,538-45.7% | $4,859-60.4% | $2,671-28.0% |
| Participant deferral / active EE | $5,795 | $6,405-9.5% | $7,760-25.3% | $4,126+40.4% |
| Admin fee / account holder | $3,973 | $6,978-43.1% | $10,767-63.1% | $5,651-29.7% |