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 | $16,690 | $56,116-70.3% | $135,768-87.7% | $86,983-80.8% |
| Participation rate | 68.9% | 60.1%+8.8pp | 71.1%-2.2pp | 69.5%-0.7pp |
| Annual return | 17.41% | 125.33%-107.9pp | 526.10%-508.7pp | 25.83%-8.4pp |
| Employer contribution / active EE | $930 | $1,528-39.1% | $3,394-72.6% | $2,584-64.0% |
| Participant deferral / active EE | $1,499 | $2,690-44.3% | $3,977-62.3% | $4,194-64.3% |
| Admin fee / account holder | $666 | $4,314-84.6% | $7,048-90.5% | $7,856-91.5% |