Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,217 | $46,599-60.9% | $64,101-71.6% | $75,173-75.8% |
| Participation rate | 63.4% | 65.9%-2.5pp | 72.3%-8.9pp | 67.2%-3.8pp |
| Annual return | 14.52% | 26.06%-11.5pp | 33.72%-19.2pp | 160.72%-146.2pp |
| Employer contribution / active EE | $550 | $1,975-72.2% | $2,749-80.0% | $2,671-79.4% |
| Participant deferral / active EE | $1,158 | $2,837-59.2% | $3,881-70.2% | $4,126-71.9% |
| Admin fee / account holder | $2,162 | $2,956-26.9% | $3,070-29.6% | $5,651-61.7% |