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 | $23,742 | $71,230-66.7% | $93,727-74.7% | $80,959-70.7% |
| Participation rate | 54.3% | 60.4%-6.0pp | 68.7%-14.4pp | 67.7%-13.3pp |
| Annual return | 18.02% | 11.26%+6.8pp | 133.83%-115.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $1,436 | $1,565-8.2% | $2,421-40.7% | $2,757-47.9% |
| Participant deferral / active EE | $2,800 | $4,037-30.6% | $4,417-36.6% | $4,300-34.9% |
| Admin fee / account holder | $2,321 | $6,961-66.7% | $8,292-72.0% | $6,925-66.5% |