Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,071 | $86,050-69.7% | $189,758-86.3% | $94,015-72.3% |
| Participation rate | 62.5% | 68.9%-6.4pp | 79.8%-17.3pp | 70.8%-8.3pp |
| Annual return | 14.31% | 17.77%-3.5pp | 52.62%-38.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,109 | $2,819-60.6% | $4,767-76.7% | $2,790-60.2% |
| Participant deferral / active EE | $2,385 | $3,349-28.8% | $5,856-59.3% | $4,249-43.9% |
| Admin fee / account holder | $7,940 | $6,627+19.8% | $20,388-61.1% | $8,951-11.3% |