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 | $25,595 | $23,330+9.7% | $64,489-60.3% | $82,448-69.0% |
| Participation rate | 59.2% | 68.3%-9.1pp | 67.7%-8.5pp | 68.1%-8.9pp |
| Annual return | 34.90% | 83.66%-48.8pp | 55.03%-20.1pp | 41.64%-6.7pp |
| Employer contribution / active EE | $1,063 | $824+28.9% | $1,523-30.2% | $2,551-58.3% |
| Participant deferral / active EE | $1,428 | $1,707-16.4% | $2,778-48.6% | $4,139-65.5% |
| Admin fee / account holder | $1,516 | $2,946-48.5% | $4,260-64.4% | $7,234-79.0% |