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 | $27,494 | $71,208-61.4% | $93,681-70.7% | $80,911-66.0% |
| Participation rate | 61.4% | 60.4%+1.0pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 15.22% | 11.27%+3.9pp | 133.47%-118.3pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,234 | $1,564-21.1% | $2,422-49.1% | $2,756-55.2% |
| Participant deferral / active EE | $2,492 | $4,035-38.2% | $4,415-43.6% | $4,297-42.0% |
| Admin fee / account holder | $954 | $6,951-86.3% | $8,290-88.5% | $6,935-86.2% |