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 | $25,454 | $136,860-81.4% | $120,344-78.8% | $154,746-83.6% |
| Participation rate | 47.1% | 79.9%-32.8pp | 76.7%-29.7pp | 80.7%-33.6pp |
| Annual return | 19.24% | 21.38%-2.1pp | 20.30%-1.1pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,151 | $3,533-67.4% | $3,020-61.9% | $4,379-73.7% |
| Participant deferral / active EE | $2,407 | $5,793-58.5% | $5,135-53.1% | $6,730-64.2% |
| Admin fee / account holder | $4,243 | $15,393-72.4% | $12,742-66.7% | $14,365-70.5% |