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 | $10,295 | $69,118-85.1% | $53,647-80.8% | $138,895-92.6% |
| Participation rate | 60.0% | 64.0%-4.0pp | 56.3%+3.7pp | 79.9%-19.9pp |
| Annual return | 21.66% | 248.26%-226.6pp | 358.33%-336.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $706 | $1,189-40.7% | $962-26.7% | $4,194-83.2% |
| Participant deferral / active EE | $1,322 | $2,274-41.9% | $1,813-27.1% | $6,396-79.3% |
| Admin fee / account holder | $310 | $2,724-88.6% | $2,460-87.4% | $12,562-97.5% |