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 | $24,676 | $77,908-68.3% | $149,696-83.5% | $75,173-67.2% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.4pp | 67.2%-6.8pp |
| Annual return | 17.40% | 31.73%-14.3pp | 134.46%-117.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,113 | $3,138-64.5% | $4,821-76.9% | $2,671-58.3% |
| Participant deferral / active EE | $2,100 | $3,411-38.4% | $5,682-63.0% | $4,126-49.1% |
| Admin fee / account holder | $2,435 | $5,950-59.1% | $13,212-81.6% | $5,651-56.9% |