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 | $26,270 | $57,305-54.2% | $86,640-69.7% | $75,173-65.1% |
| Participation rate | 58.1% | 63.2%-5.1pp | 71.7%-13.6pp | 67.2%-9.1pp |
| Annual return | 19.93% | 2674.24%-2654.3pp | 592.52%-572.6pp | 160.72%-140.8pp |
| Employer contribution / active EE | $573 | $2,316-75.3% | $3,024-81.1% | $2,671-78.6% |
| Participant deferral / active EE | $3,316 | $3,320-0.1% | $4,438-25.3% | $4,126-19.6% |
| Admin fee / account holder | $1,223 | $4,116-70.3% | $5,616-78.2% | $5,651-78.3% |