Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,931 | $127,387-79.6% | $115,038-77.5% | $125,389-79.3% |
| Participation rate | 38.9% | 84.2%-45.3pp | 81.4%-42.5pp | 83.2%-44.3pp |
| Annual return | -0.27% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,562 | $5,166-69.8% | $4,608-66.1% | $4,866-67.9% |
| Participant deferral / active EE | $2,330 | $6,423-63.7% | $6,026-61.3% | $5,352-56.5% |
| Admin fee / account holder | $601 | $9,516-93.7% | $8,175-92.6% | $9,541-93.7% |