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 | $22,451 | $57,590-61.0% | $86,233-74.0% | $82,448-72.8% |
| Participation rate | 61.5% | 57.9%+3.7pp | 69.0%-7.5pp | 68.1%-6.5pp |
| Annual return | 18.57% | 22.41%-3.8pp | 61.39%-42.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,380 | $1,655-16.6% | $2,504-44.9% | $2,551-45.9% |
| Participant deferral / active EE | $2,482 | $3,080-19.4% | $4,559-45.6% | $4,139-40.0% |
| Admin fee / account holder | $1,584 | $4,730-66.5% | $8,342-81.0% | $7,234-78.1% |