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 | $26,851 | $116,167-76.9% | $64,489-58.4% | $137,256-80.4% |
| Participation rate | 69.6% | 68.2%+1.4pp | 67.7%+1.9pp | 80.0%-10.4pp |
| Annual return | 13.65% | 36.55%-22.9pp | 55.03%-41.4pp | 220.34%-206.7pp |
| Employer contribution / active EE | $983 | $2,483-60.4% | $1,523-35.5% | $4,156-76.3% |
| Participant deferral / active EE | $1,539 | $4,215-63.5% | $2,778-44.6% | $6,407-76.0% |
| Admin fee / account holder | $1,166 | $6,188-81.2% | $4,260-72.6% | $12,270-90.5% |