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 | $26,367 | $58,895-55.2% | $178,503-85.2% | $73,497-64.1% |
| Participation rate | 58.6% | 66.2%-7.6pp | 81.9%-23.3pp | 70.7%-12.1pp |
| Annual return | 27.90% | 24.86%+3.0pp | 151.12%-123.2pp | 28.51%-0.6pp |
| Employer contribution / active EE | $662 | $2,236-70.4% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $1,776 | $2,567-30.8% | $5,202-65.9% | $3,740-52.5% |
| Admin fee / account holder | $643 | $400+60.6% | $13,987-95.4% | $513+25.4% |