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 | $28,873 | $58,275-50.5% | $81,844-64.7% | $80,935-64.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 24.94% | 41.82%-16.9pp | 778.87%-753.9pp | 35.66%-10.7pp |
| Employer contribution / active EE | $1,111 | $2,346-52.6% | $2,916-61.9% | $2,757-59.7% |
| Participant deferral / active EE | $1,336 | $3,285-59.3% | $4,323-69.1% | $4,299-68.9% |
| Admin fee / account holder | $11,882 | $4,749+150.2% | $7,355+61.5% | $6,924+71.6% |