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 | $27,562 | $48,327-43.0% | $67,575-59.2% | $80,935-65.9% |
| Participation rate | 42.3% | 66.4%-24.1pp | 72.9%-30.6pp | 67.7%-25.4pp |
| Annual return | 11.91% | 18.31%-6.4pp | 3528.98%-3517.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $997 | $2,022-50.7% | $2,736-63.5% | $2,757-63.8% |
| Participant deferral / active EE | $2,821 | $2,927-3.6% | $4,003-29.5% | $4,299-34.4% |
| Admin fee / account holder | $443 | $3,692-88.0% | $3,993-88.9% | $6,924-93.6% |