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 | $15,384 | $91,179-83.1% | $178,499-91.4% | $79,852-80.7% |
| Participation rate | 67.0% | 69.2%-2.2pp | 81.9%-14.9pp | 69.6%-2.6pp |
| Annual return | 30.42% | 24.19%+6.2pp | 151.10%-120.7pp | 31.72%-1.3pp |
| Employer contribution / active EE | $745 | $3,256-77.1% | $5,011-85.1% | $2,471-69.9% |
| Participant deferral / active EE | $1,463 | $3,236-54.8% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $547 | $6,749-91.9% | $13,986-96.1% | $5,306-89.7% |