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 | $23,339 | $63,346-63.2% | $92,240-74.7% | $70,126-66.7% |
| Participation rate | 36.4% | 68.7%-32.3pp | 76.5%-40.1pp | 69.5%-33.2pp |
| Annual return | 22.14% | 530.19%-508.0pp | 176.29%-154.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $597 | $2,471-75.9% | $3,680-83.8% | $2,343-74.5% |
| Participant deferral / active EE | $2,292 | $2,854-19.7% | $3,897-41.2% | $3,332-31.2% |
| Admin fee / account holder | $543 | $3,841-85.9% | $5,194-89.5% | $4,645-88.3% |