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 | $21,549 | $50,082-57.0% | $93,419-76.9% | $79,852-73.0% |
| Participation rate | 66.7% | 60.9%+5.7pp | 66.8%-0.1pp | 69.6%-3.0pp |
| Annual return | 15.50% | 24.59%-9.1pp | 78.05%-62.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $667 | $1,303-48.8% | $2,075-67.9% | $2,471-73.0% |
| Participant deferral / active EE | $2,911 | $2,212+31.6% | $3,126-6.9% | $3,740-22.2% |
| Admin fee / account holder | $696 | $3,454-79.8% | $5,230-86.7% | $5,306-86.9% |