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 | $31,674 | $29,736+6.5% | $56,033-43.5% | $80,935-60.9% |
| Participation rate | 65.9% | 41.7%+24.2pp | 52.5%+13.4pp | 67.7%-1.8pp |
| Annual return | 14.12% | 35.28%-21.2pp | 1711.38%-1697.3pp | 35.66%-21.5pp |
| Employer contribution / active EE | $693 | $671+3.2% | $1,041-33.4% | $2,757-74.9% |
| Participant deferral / active EE | $1,070 | $1,228-12.9% | $1,954-45.2% | $4,299-75.1% |
| Admin fee / account holder | $3,288 | $2,434+35.1% | $2,827+16.3% | $6,924-52.5% |