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 | $26,284 | $29,733-11.6% | $56,025-53.1% | $80,959-67.5% |
| Participation rate | 23.3% | 41.7%-18.4pp | 52.5%-29.2pp | 67.7%-44.3pp |
| Annual return | 13.60% | 35.28%-21.7pp | 1712.69%-1699.1pp | 35.67%-22.1pp |
| Employer contribution / active EE | $626 | $672-6.9% | $1,042-39.9% | $2,757-77.3% |
| Participant deferral / active EE | $425 | $1,229-65.4% | $1,955-78.2% | $4,300-90.1% |
| Admin fee / account holder | $565 | $2,434-76.8% | $2,828-80.0% | $6,925-91.8% |