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 | $27,392 | $112,121-75.6% | $95,960-71.5% | $158,966-82.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 23.69% | 171.16%-147.5pp | 91.63%-67.9pp | 302.95%-279.3pp |
| Employer contribution / active EE | $1,586 | $3,199-50.4% | $2,541-37.6% | $4,762-66.7% |
| Participant deferral / active EE | $3,134 | $4,784-34.5% | $4,167-24.8% | $5,983-47.6% |
| Admin fee / account holder | $541 | $10,135-94.7% | $6,797-92.0% | $11,250-95.2% |