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 | $24,261 | $115,814-79.1% | $101,275-76.0% | $158,982-84.7% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 9.04% | 56.16%-47.1pp | 46.48%-37.4pp | 302.99%-294.0pp |
| Employer contribution / active EE | $765 | $4,176-81.7% | $3,660-79.1% | $4,763-83.9% |
| Participant deferral / active EE | $1,376 | $4,958-72.3% | $4,371-68.5% | $5,983-77.0% |
| Admin fee / account holder | $3,354 | $7,249-53.7% | $5,948-43.6% | $11,252-70.2% |