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 | $26,901 | $77,920-65.5% | $149,723-82.0% | $75,177-64.2% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 23.22% | 31.72%-8.5pp | 134.50%-111.3pp | 160.75%-137.5pp |
| Employer contribution / active EE | $377 | $3,138-88.0% | $4,821-92.2% | $2,671-85.9% |
| Participant deferral / active EE | $1,768 | $3,411-48.2% | $5,682-68.9% | $4,126-57.1% |
| Admin fee / account holder | $2,735 | $5,951-54.0% | $13,215-79.3% | $5,651-51.6% |