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 | $24,577 | $27,943-12.0% | $58,507-58.0% | $75,177-67.3% |
| Participation rate | 31.4% | 38.8%-7.4pp | 50.9%-19.4pp | 67.2%-35.8pp |
| Annual return | 17.10% | 44.22%-27.1pp | 4252.32%-4235.2pp | 160.75%-143.7pp |
| Employer contribution / active EE | $842 | $670+25.7% | $1,053-20.1% | $2,671-68.5% |
| Participant deferral / active EE | $1,686 | $1,202+40.3% | $1,922-12.3% | $4,126-59.1% |
| Admin fee / account holder | $1,963 | $1,727+13.6% | $2,486-21.1% | $5,651-65.3% |