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 | $24,059 | $61,356-60.8% | $149,696-83.9% | $71,511-66.4% |
| Participation rate | 44.2% | 62.5%-18.3pp | 78.8%-34.5pp | 67.9%-23.7pp |
| Annual return | 23.66% | 35.86%-12.2pp | 134.46%-110.8pp | 28.86%-5.2pp |
| Employer contribution / active EE | $1,822 | $2,382-23.5% | $4,821-62.2% | $2,589-29.6% |
| Participant deferral / active EE | $3,261 | $2,920+11.7% | $5,682-42.6% | $4,291-24.0% |
| Admin fee / account holder | $11,973 | $1,263+847.9% | $13,212-9.4% | $1,588+653.8% |