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 | $11,831 | $58,057-79.6% | $97,032-87.8% | $86,983-86.4% |
| Participation rate | 54.1% | 60.4%-6.3pp | 71.6%-17.5pp | 69.5%-15.5pp |
| Annual return | 22.97% | 22.26%+0.7pp | 35.38%-12.4pp | 25.83%-2.9pp |
| Employer contribution / active EE | $1,286 | $1,663-22.7% | $2,629-51.1% | $2,584-50.2% |
| Participant deferral / active EE | $1,786 | $3,244-44.9% | $4,672-61.8% | $4,194-57.4% |
| Admin fee / account holder | $1,345 | $4,839-72.2% | $9,418-85.7% | $7,856-82.9% |