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 | $16,498 | $36,948-55.3% | $73,658-77.6% | $87,485-81.1% |
| Participation rate | 43.9% | 46.8%-3.0pp | 57.0%-13.2pp | 68.9%-25.1pp |
| Annual return | 21.13% | 28.64%-7.5pp | 29.72%-8.6pp | 26.06%-4.9pp |
| Employer contribution / active EE | $744 | $670+11.0% | $1,032-28.0% | $2,596-71.4% |
| Participant deferral / active EE | $1,614 | $1,379+17.0% | $2,062-21.7% | $4,274-62.2% |
| Admin fee / account holder | $1,120 | $2,531-55.7% | $3,357-66.6% | $7,775-85.6% |