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 | $16,623 | $85,024-80.4% | $70,544-76.4% | $139,466-88.1% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.4%-21.3pp | 80.3%-33.3pp |
| Annual return | 15.78% | 30.39%-14.6pp | 32.79%-17.0pp | 373.66%-357.9pp |
| Employer contribution / active EE | $962 | $3,912-75.4% | $2,976-67.7% | $4,754-79.8% |
| Participant deferral / active EE | $1,090 | $5,891-81.5% | $4,568-76.1% | $6,712-83.8% |
| Admin fee / account holder | $593 | $8,928-93.4% | $6,427-90.8% | $11,409-94.8% |