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 | $22,811 | $71,230-68.0% | $93,727-75.7% | $80,959-71.8% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.7%-4.5pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.83%-120.3pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,877 | $1,565+83.8% | $2,421+18.8% | $2,757+4.3% |
| Participant deferral / active EE | $4,448 | $4,037+10.2% | $4,417+0.7% | $4,300+3.4% |
| Admin fee / account holder | $4,752 | $6,961-31.7% | $8,292-42.7% | $6,925-31.4% |