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 | $23,357 | $75,962-69.3% | $154,108-84.8% | $64,173-63.6% |
| Participation rate | 58.2% | 70.4%-12.2pp | 83.0%-24.8pp | 69.6%-11.3pp |
| Annual return | 18.93% | 30.32%-11.4pp | 735.21%-716.3pp | 7.63%+11.3pp |
| Employer contribution / active EE | $855 | $3,350-74.5% | $5,298-83.9% | $2,381-64.1% |
| Participant deferral / active EE | $2,295 | $3,175-27.7% | $5,081-54.8% | $3,470-33.8% |
| Admin fee / account holder | $1,238 | $5,589-77.8% | $13,411-90.8% | $4,887-74.7% |