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 | $16,597 | $77,814-78.7% | $158,223-89.5% | $86,983-80.9% |
| Participation rate | 17.4% | 68.4%-51.0pp | 79.2%-61.8pp | 69.5%-52.1pp |
| Annual return | 19.81% | 30.54%-10.7pp | 52.09%-32.3pp | 25.83%-6.0pp |
| Employer contribution / active EE | $547 | $2,592-78.9% | $4,109-86.7% | $2,584-78.8% |
| Participant deferral / active EE | $1,103 | $3,270-66.3% | $5,467-79.8% | $4,194-73.7% |
| Admin fee / account holder | $1,748 | $5,879-70.3% | $16,047-89.1% | $7,856-77.8% |