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 | $21,334 | $70,486-69.7% | $100,535-78.8% | $79,856-73.3% |
| Participation rate | 63.8% | 73.6%-9.8pp | 79.4%-15.6pp | 69.6%-5.8pp |
| Annual return | 45.85% | 21.90%+23.9pp | 30.90%+15.0pp | 31.71%+14.1pp |
| Employer contribution / active EE | $2,821 | $2,165+30.3% | $3,419-17.5% | $2,471+14.2% |
| Participant deferral / active EE | $4,126 | $5,182-20.4% | $6,271-34.2% | $3,741+10.3% |
| Admin fee / account holder | $1,599 | $4,480-64.3% | $8,085-80.2% | $5,306-69.9% |