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 | $60,442-62.9% | $96,754-76.8% | $87,485-74.3% |
| Participation rate | 61.5% | 58.7%+2.8pp | 70.3%-8.7pp | 68.9%-7.4pp |
| Annual return | 18.57% | 21.97%-3.4pp | 82.04%-63.5pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,380 | $1,691-18.4% | $2,679-48.5% | $2,596-46.8% |
| Participant deferral / active EE | $2,482 | $3,280-24.3% | $4,758-47.8% | $4,274-41.9% |
| Admin fee / account holder | $1,584 | $5,069-68.8% | $8,905-82.2% | $7,775-79.6% |