Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,692 | $127,387-80.6% | $115,038-78.5% | $125,389-80.3% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | 1.86% | 31.28%-29.4pp | 26.14%-24.3pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,133 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $2,447 | $6,423-61.9% | $6,026-59.4% | $5,352-54.3% |
| Admin fee / account holder | $9,510 | $9,516-0.1% | $8,175+16.3% | $9,541-0.3% |