Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,934 | $61,816-67.8% | $97,260-79.5% | $80,935-75.4% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.7%-15.5pp | 67.7%-10.5pp |
| Annual return | 17.73% | -558.73%+576.5pp | 75.54%-57.8pp | 35.66%-17.9pp |
| Employer contribution / active EE | $976 | $1,836-46.9% | $2,721-64.1% | $2,757-64.6% |
| Participant deferral / active EE | $1,522 | $3,027-49.7% | $4,262-64.3% | $4,299-64.6% |
| Admin fee / account holder | $904 | $5,166-82.5% | $5,640-84.0% | $6,924-86.9% |