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 | $23,827 | $73,978-67.8% | $96,515-75.3% | $75,173-68.3% |
| Participation rate | 56.6% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.6pp |
| Annual return | 34.79% | 26.72%+8.1pp | 35.73%-0.9pp | 160.72%-125.9pp |
| Employer contribution / active EE | $831 | $2,931-71.6% | $3,740-77.8% | $2,671-68.9% |
| Participant deferral / active EE | $1,916 | $3,660-47.7% | $4,880-60.7% | $4,126-53.6% |
| Admin fee / account holder | $1,757 | $5,219-66.3% | $6,735-73.9% | $5,651-68.9% |