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 | $27,789 | $84,236-67.0% | $170,439-83.7% | $70,124-60.4% |
| Participation rate | 41.4% | 70.8%-29.5pp | 83.6%-42.2pp | 69.5%-28.2pp |
| Annual return | 21.12% | 23.06%-1.9pp | 205.94%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $905 | $3,387-73.3% | $5,433-83.3% | $2,342-61.4% |
| Participant deferral / active EE | $1,534 | $3,086-50.3% | $4,939-68.9% | $3,332-54.0% |
| Admin fee / account holder | $384 | $5,698-93.3% | $13,881-97.2% | $4,645-91.7% |