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 | $16,263 | $58,587-72.2% | $83,322-80.5% | $64,173-74.7% |
| Participation rate | 47.8% | 72.0%-24.3pp | 77.8%-30.0pp | 69.6%-21.8pp |
| Annual return | 43.72% | 9.65%+34.1pp | 10.64%+33.1pp | 7.63%+36.1pp |
| Employer contribution / active EE | $1,076 | $2,098-48.7% | $3,379-68.2% | $2,381-54.8% |
| Participant deferral / active EE | $2,155 | $4,654-53.7% | $5,565-61.3% | $3,470-37.9% |
| Admin fee / account holder | $1,845 | $9,279-80.1% | $7,540-75.5% | $4,887-62.3% |