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 | $16,360 | $95,406-82.9% | $185,849-91.2% | $85,847-80.9% |
| Participation rate | 53.6% | 68.8%-15.2pp | 81.7%-28.1pp | 69.3%-15.7pp |
| Annual return | 15.49% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $960 | $3,314-71.0% | $5,169-81.4% | $2,565-62.6% |
| Participant deferral / active EE | $1,496 | $3,424-56.3% | $5,569-73.1% | $3,952-62.2% |
| Admin fee / account holder | $3,144 | $7,214-56.4% | $16,244-80.6% | $6,261-49.8% |