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 | $27,999 | $85,766-67.4% | $136,297-79.5% | $70,124-60.1% |
| Participation rate | 62.2% | 74.2%-12.0pp | 81.9%-19.8pp | 69.5%-7.4pp |
| Annual return | 21.64% | 31.45%-9.8pp | 5156.19%-5134.6pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,306 | $2,966-22.3% | $4,696-50.9% | $2,342-1.6% |
| Participant deferral / active EE | $4,159 | $5,051-17.7% | $6,247-33.4% | $3,332+24.8% |
| Admin fee / account holder | $799 | $5,420-85.3% | $9,244-91.4% | $4,645-82.8% |