Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,068 | $100,262-83.0% | $81,370-79.0% | $145,897-88.3% |
| Participation rate | 31.3% | 74.3%-43.0pp | 69.5%-38.3pp | 80.3%-49.1pp |
| Annual return | 19.91% | 34.52%-14.6pp | 24.85%-4.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $935 | $2,979-68.6% | $2,464-62.0% | $4,663-79.9% |
| Participant deferral / active EE | $2,257 | $4,612-51.1% | $3,885-41.9% | $6,689-66.3% |
| Admin fee / account holder | $1,910 | $8,163-76.6% | $5,749-66.8% | $13,390-85.7% |