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 | $28,146 | $53,128-47.0% | $86,582-67.5% | $70,126-59.9% |
| Participation rate | 67.1% | 65.3%+1.8pp | 73.5%-6.5pp | 69.5%-2.5pp |
| Annual return | 18.30% | 27.66%-9.4pp | 965.08%-946.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $789 | $2,068-61.9% | $2,839-72.2% | $2,343-66.3% |
| Participant deferral / active EE | $2,701 | $2,695+0.2% | $3,609-25.2% | $3,332-18.9% |
| Admin fee / account holder | $1,965 | $3,584-45.2% | $4,904-59.9% | $4,645-57.7% |