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 | $22,114 | $81,276-72.8% | $155,574-85.8% | $80,925-72.7% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.7%-8.1pp |
| Annual return | 19.86% | 33.36%-13.5pp | 64.87%-45.0pp | 35.65%-15.8pp |
| Employer contribution / active EE | $1,909 | $3,103-38.5% | $4,676-59.2% | $2,756-30.7% |
| Participant deferral / active EE | $3,948 | $3,453+14.4% | $5,629-29.9% | $4,299-8.1% |
| Admin fee / account holder | $866 | $7,993-89.2% | $15,914-94.6% | $6,940-87.5% |