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 | $25,418 | $48,364-47.4% | $71,796-64.6% | $62,881-59.6% |
| Participation rate | 59.3% | 60.6%-1.4pp | 69.1%-9.9pp | 69.3%-10.0pp |
| Annual return | 12.90% | 13.16%-0.3pp | 78.04%-65.1pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,191 | $1,042+14.3% | $1,924-38.1% | $2,281-47.8% |
| Participant deferral / active EE | $1,914 | $2,091-8.5% | $2,794-31.5% | $3,203-40.2% |
| Admin fee / account holder | $833 | $3,771-77.9% | $4,815-82.7% | $4,296-80.6% |