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 | $14,713 | $55,902-73.7% | $76,030-80.6% | $80,959-81.8% |
| Participation rate | 66.0% | 62.1%+3.9pp | 69.1%-3.1pp | 67.7%-1.7pp |
| Annual return | 13.43% | 20.59%-7.2pp | 361.54%-348.1pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,562 | $1,867-16.3% | $2,688-41.9% | $2,757-43.3% |
| Participant deferral / active EE | $2,968 | $3,051-2.7% | $4,257-30.3% | $4,300-31.0% |
| Admin fee / account holder | $1,085 | $5,239-79.3% | $6,421-83.1% | $6,925-84.3% |