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 | $21,225 | $90,486-76.5% | $78,676-73.0% | $273,972-92.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 9.12% | 75.62%-66.5pp | 62.19%-53.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $4,623 | $3,175+45.6% | $2,850+62.2% | $4,869-5.1% |
| Participant deferral / active EE | $13,124 | $3,901+236.4% | $3,517+273.2% | $5,287+148.2% |
| Admin fee / account holder | $3,323 | $5,263-36.9% | $4,510-26.3% | $10,133-67.2% |