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 | $26,038 | $106,524-75.6% | $152,301-82.9% | $87,485-70.2% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.4%-16.7pp | 68.9%-3.1pp |
| Annual return | 38.63% | 26.89%+11.7pp | 80.50%-41.9pp | 26.06%+12.6pp |
| Employer contribution / active EE | $1,823 | $3,371-45.9% | $4,624-60.6% | $2,596-29.8% |
| Participant deferral / active EE | $3,570 | $6,525-45.3% | $8,004-55.4% | $4,274-16.5% |
| Admin fee / account holder | $368 | $8,287-95.6% | $14,398-97.4% | $7,775-95.3% |