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 | $19,133 | $84,236-77.3% | $170,435-88.8% | $70,126-72.7% |
| Participation rate | 38.2% | 70.8%-32.6pp | 83.6%-45.4pp | 69.5%-31.3pp |
| Annual return | 21.37% | 23.06%-1.7pp | 205.94%-184.6pp | 73.15%-51.8pp |
| Employer contribution / active EE | $690 | $3,387-79.6% | $5,432-87.3% | $2,343-70.6% |
| Participant deferral / active EE | $1,140 | $3,086-63.1% | $4,939-76.9% | $3,332-65.8% |
| Admin fee / account holder | $7,649 | $5,698+34.2% | $13,881-44.9% | $4,645+64.7% |