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 | $19,985 | $91,179-78.1% | $178,499-88.8% | $79,852-75.0% |
| Participation rate | 67.7% | 69.2%-1.5pp | 81.9%-14.2pp | 69.6%-1.9pp |
| Annual return | 16.71% | 24.19%-7.5pp | 151.10%-134.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $956 | $3,256-70.6% | $5,011-80.9% | $2,471-61.3% |
| Participant deferral / active EE | $2,187 | $3,236-32.4% | $5,202-58.0% | $3,740-41.5% |
| Admin fee / account holder | $1,454 | $6,749-78.5% | $13,986-89.6% | $5,306-72.6% |