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 | $14,333 | $51,207-72.0% | $70,565-79.7% | $75,177-80.9% |
| Participation rate | 40.4% | 61.0%-20.6pp | 68.4%-28.0pp | 67.2%-26.9pp |
| Annual return | 22.48% | 30.05%-7.6pp | 32.79%-10.3pp | 160.75%-138.3pp |
| Employer contribution / active EE | $906 | $1,826-50.4% | $2,976-69.6% | $2,671-66.1% |
| Participant deferral / active EE | $1,382 | $2,850-51.5% | $4,568-69.8% | $4,126-66.5% |
| Admin fee / account holder | $575 | $4,097-86.0% | $6,430-91.1% | $5,651-89.8% |