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 | $28,618 | $84,236-66.0% | $170,435-83.2% | $70,126-59.2% |
| Participation rate | 61.1% | 70.8%-9.7pp | 83.6%-22.5pp | 69.5%-8.4pp |
| Annual return | 18.27% | 23.06%-4.8pp | 205.94%-187.7pp | 73.15%-54.9pp |
| Employer contribution / active EE | $1,502 | $3,387-55.7% | $5,432-72.4% | $2,343-35.9% |
| Participant deferral / active EE | $1,734 | $3,086-43.8% | $4,939-64.9% | $3,332-48.0% |
| Admin fee / account holder | $1,470 | $5,698-74.2% | $13,881-89.4% | $4,645-68.4% |