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 | $33,404 | $78,672-57.5% | $109,163-69.4% | $85,856-61.1% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 19.11% | 25.09%-6.0pp | 25.75%-6.6pp | 318.58%-299.5pp |
| Employer contribution / active EE | $999 | $2,734-63.5% | $3,723-73.2% | $2,565-61.1% |
| Participant deferral / active EE | $2,251 | $3,467-35.1% | $4,654-51.6% | $3,952-43.1% |
| Admin fee / account holder | $357 | $5,470-93.5% | $6,754-94.7% | $6,261-94.3% |