Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,517 | $114,119-76.8% | $107,187-75.3% | $138,895-80.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 12.79% | 273.21%-260.4pp | 204.55%-191.8pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,478 | $4,059-63.6% | $3,782-60.9% | $4,194-64.8% |
| Participant deferral / active EE | $1,911 | $5,538-65.5% | $5,096-62.5% | $6,396-70.1% |
| Admin fee / account holder | $18,165 | $10,024+81.2% | $9,162+98.3% | $12,562+44.6% |