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 | $21,628 | $56,121-61.5% | $92,985-76.7% | $64,340-66.4% |
| Participation rate | 38.5% | 44.9%-6.5pp | 69.5%-31.0pp | 55.2%-16.8pp |
| Annual return | 16.24% | 19.19%-3.0pp | 27.99%-11.8pp | 24.14%-7.9pp |
| Employer contribution / active EE | $422 | $1,351-68.8% | $2,662-84.1% | $1,862-77.3% |
| Participant deferral / active EE | $1,518 | $2,362-35.7% | $4,377-65.3% | $2,980-49.1% |
| Admin fee / account holder | $3,873 | $6,869-43.6% | $9,463-59.1% | $3,703+4.6% |