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 | $26,415 | $45,050-41.4% | $63,018-58.1% | $70,126-62.3% |
| Participation rate | 56.4% | 69.5%-13.1pp | 74.8%-18.4pp | 69.5%-13.2pp |
| Annual return | 12.76% | 18.76%-6.0pp | 87.62%-74.9pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,453 | $2,052-29.2% | $2,761-47.4% | $2,343-38.0% |
| Participant deferral / active EE | $929 | $2,466-62.3% | $3,330-72.1% | $3,332-72.1% |
| Admin fee / account holder | $1,444 | $2,834-49.0% | $3,601-59.9% | $4,645-68.9% |