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 | $17,883 | $172,111-89.6% | $150,298-88.1% | $137,256-87.0% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 17.95% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,199 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $4,504 | $6,166-27.0% | $5,453-17.4% | $6,407-29.7% |
| Admin fee / account holder | $1,373 | $16,471-91.7% | $14,116-90.3% | $12,270-88.8% |