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 | $30,722 | $81,358-62.2% | $155,556-80.3% | $80,959-62.1% |
| Participation rate | 41.2% | 66.3%-25.1pp | 78.2%-37.0pp | 67.7%-26.5pp |
| Annual return | 106.86% | 33.39%+73.5pp | 64.84%+42.0pp | 35.67%+71.2pp |
| Employer contribution / active EE | $854 | $3,106-72.5% | $4,675-81.7% | $2,757-69.0% |
| Participant deferral / active EE | $2,363 | $3,455-31.6% | $5,631-58.0% | $4,300-45.1% |
| Admin fee / account holder | $1,133 | $7,994-85.8% | $15,885-92.9% | $6,925-83.6% |