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 | $25,457 | $114,119-77.7% | $107,187-76.3% | $138,895-81.7% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 18.88% | 273.21%-254.3pp | 204.55%-185.7pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,588 | $4,059-60.9% | $3,782-58.0% | $4,194-62.1% |
| Participant deferral / active EE | $1,807 | $5,538-67.4% | $5,096-64.5% | $6,396-71.7% |
| Admin fee / account holder | $1,538 | $10,024-84.7% | $9,162-83.2% | $12,562-87.8% |