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 | $25,683 | $65,041-60.5% | $90,965-71.8% | $79,858-67.8% |
| Participation rate | 64.6% | 61.6%+3.0pp | 69.0%-4.4pp | 69.6%-5.0pp |
| Annual return | 14.19% | 30.45%-16.3pp | 134.57%-120.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,136 | $1,247-8.9% | $2,122-46.5% | $2,471-54.0% |
| Participant deferral / active EE | $1,828 | $2,512-27.2% | $3,373-45.8% | $3,740-51.1% |
| Admin fee / account holder | $493 | $4,536-89.1% | $5,960-91.7% | $5,306-90.7% |