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 | $23,200 | $81,276-71.5% | $155,574-85.1% | $80,925-71.3% |
| Participation rate | 64.3% | 66.2%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 12.77% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $880 | $3,103-71.6% | $4,676-81.2% | $2,756-68.1% |
| Participant deferral / active EE | $3,285 | $3,453-4.9% | $5,629-41.6% | $4,299-23.6% |
| Admin fee / account holder | $3,823 | $7,993-52.2% | $15,914-76.0% | $6,940-44.9% |