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 | $27,397 | $94,439-71.0% | $73,658-62.8% | $154,746-82.3% |
| Participation rate | 68.2% | 64.7%+3.5pp | 57.0%+11.1pp | 80.7%-12.5pp |
| Annual return | 16.39% | 28.25%-11.9pp | 29.72%-13.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $623 | $1,257-50.5% | $1,032-39.7% | $4,379-85.8% |
| Participant deferral / active EE | $741 | $2,527-70.7% | $2,062-64.1% | $6,730-89.0% |
| Admin fee / account holder | $1,195 | $3,843-68.9% | $3,357-64.4% | $14,365-91.7% |