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 | $19,072 | $46,599-59.1% | $64,101-70.2% | $75,173-74.6% |
| Participation rate | 63.8% | 65.9%-2.1pp | 72.3%-8.5pp | 67.2%-3.4pp |
| Annual return | 25.55% | 26.06%-0.5pp | 33.72%-8.2pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,378 | $1,975-30.2% | $2,749-49.9% | $2,671-48.4% |
| Participant deferral / active EE | $1,633 | $2,837-42.5% | $3,881-57.9% | $4,126-60.4% |
| Admin fee / account holder | $1,164 | $2,956-60.6% | $3,070-62.1% | $5,651-79.4% |