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 | $22,697 | $46,596-51.3% | $64,099-64.6% | $75,181-69.8% |
| Participation rate | 26.7% | 65.9%-39.3pp | 72.3%-45.6pp | 67.2%-40.5pp |
| Annual return | 12.48% | 26.04%-13.6pp | 33.70%-21.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $561 | $1,975-71.6% | $2,748-79.6% | $2,671-79.0% |
| Participant deferral / active EE | $2,120 | $2,837-25.3% | $3,881-45.4% | $4,126-48.6% |
| Admin fee / account holder | $973 | $2,954-67.1% | $3,070-68.3% | $5,650-82.8% |