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 | $21,946 | $53,162-58.7% | $91,227-75.9% | $68,490-68.0% |
| Participation rate | 51.3% | 63.2%-11.9pp | 73.2%-21.9pp | 67.9%-16.6pp |
| Annual return | 30.65% | -3.14%+33.8pp | 114.14%-83.5pp | -7.85%+38.5pp |
| Employer contribution / active EE | $1,861 | $1,709+8.9% | $2,851-34.7% | $2,597-28.3% |
| Participant deferral / active EE | $3,275 | $2,974+10.1% | $4,234-22.7% | $4,028-18.7% |
| Admin fee / account holder | $969 | $4,493-78.4% | $5,423-82.1% | $5,403-82.1% |