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 | $29,266 | $76,551-61.8% | $123,894-76.4% | $62,881-53.5% |
| Participation rate | 58.8% | 73.0%-14.2pp | 81.4%-22.6pp | 69.3%-10.5pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,237 | $2,882-57.1% | $4,617-73.2% | $2,281-45.8% |
| Participant deferral / active EE | $2,445 | $4,840-49.5% | $5,984-59.1% | $3,203-23.7% |
| Admin fee / account holder | $846 | $4,826-82.5% | $8,357-89.9% | $4,296-80.3% |