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 | $19,329 | $55,889-65.4% | $76,119-74.6% | $80,935-76.1% |
| Participation rate | 53.3% | 62.1%-8.7pp | 69.1%-15.7pp | 67.7%-14.3pp |
| Annual return | 16.56% | 20.58%-4.0pp | 361.25%-344.7pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,937 | $1,866+3.8% | $2,693-28.1% | $2,757-29.7% |
| Participant deferral / active EE | $2,547 | $3,051-16.5% | $4,259-40.2% | $4,299-40.8% |
| Admin fee / account holder | $1,105 | $5,241-78.9% | $6,421-82.8% | $6,924-84.0% |