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 | $15,241 | $60,442-74.8% | $96,754-84.2% | $87,485-82.6% |
| Participation rate | 62.0% | 58.7%+3.3pp | 70.3%-8.3pp | 68.9%-6.9pp |
| Annual return | 21.17% | 21.97%-0.8pp | 82.04%-60.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,209 | $1,691+30.7% | $2,679-17.5% | $2,596-14.9% |
| Participant deferral / active EE | $3,357 | $3,280+2.3% | $4,758-29.5% | $4,274-21.5% |
| Admin fee / account holder | $3,002 | $5,069-40.8% | $8,905-66.3% | $7,775-61.4% |