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 | $22,316 | $61,391-63.7% | $149,723-85.1% | $71,529-68.8% |
| Participation rate | 66.3% | 62.5%+3.8pp | 78.8%-12.4pp | 67.9%-1.6pp |
| Annual return | 13.45% | 35.88%-22.4pp | 134.50%-121.1pp | 28.97%-15.5pp |
| Employer contribution / active EE | $1,059 | $2,384-55.6% | $4,821-78.0% | $2,590-59.1% |
| Participant deferral / active EE | $2,259 | $2,921-22.7% | $5,682-60.2% | $4,291-47.4% |
| Admin fee / account holder | $506 | $1,264-60.0% | $13,215-96.2% | $1,588-68.2% |