Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,799 | $57,590-63.9% | $86,233-75.9% | $82,448-74.8% |
| Participation rate | 61.5% | 57.9%+3.7pp | 69.0%-7.5pp | 68.1%-6.5pp |
| Annual return | 16.89% | 22.41%-5.5pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,383 | $1,655-16.5% | $2,504-44.8% | $2,551-45.8% |
| Participant deferral / active EE | $1,953 | $3,080-36.6% | $4,559-57.2% | $4,139-52.8% |
| Admin fee / account holder | $370 | $4,730-92.2% | $8,342-95.6% | $7,234-94.9% |