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 | $26,712 | $49,976-46.6% | $66,674-59.9% | $82,637-67.7% |
| Participation rate | 60.5% | 63.1%-2.6pp | 73.7%-13.1pp | 68.1%-7.5pp |
| Annual return | 18.26% | 39.09%-20.8pp | 321.24%-303.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $782 | $1,988-60.7% | $2,620-70.2% | $2,552-69.4% |
| Participant deferral / active EE | $1,547 | $2,847-45.7% | $4,084-62.1% | $4,126-62.5% |
| Admin fee / account holder | $1,432 | $4,594-68.8% | $5,098-71.9% | $7,339-80.5% |