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 | $23,987 | $111,830-78.6% | $93,696-74.4% | $145,884-83.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 18.50% | 204.08%-185.6pp | 133.74%-115.2pp | 551.85%-533.3pp |
| Employer contribution / active EE | $861 | $3,093-72.2% | $2,422-64.4% | $4,662-81.5% |
| Participant deferral / active EE | $3,268 | $4,920-33.6% | $4,417-26.0% | $6,690-51.1% |
| Admin fee / account holder | $378 | $10,249-96.3% | $8,287-95.4% | $13,392-97.2% |