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 | $20,706 | $39,028-46.9% | $80,741-74.4% | $85,856-75.9% |
| Participation rate | 67.1% | 41.6%+25.5pp | 54.2%+12.9pp | 69.3%-2.2pp |
| Annual return | 67.77% | 26.31%+41.5pp | 87.30%-19.5pp | 318.58%-250.8pp |
| Employer contribution / active EE | $717 | $722-0.7% | $1,160-38.2% | $2,565-72.1% |
| Participant deferral / active EE | $1,385 | $1,326+4.5% | $2,145-35.4% | $3,952-65.0% |
| Admin fee / account holder | $563 | $2,429-76.8% | $3,380-83.3% | $6,261-91.0% |