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 | $23,501 | $165,361-85.8% | $149,715-84.3% | $158,950-85.2% |
| Participation rate | 65.2% | 84.6%-19.4pp | 82.5%-17.3pp | 82.0%-16.7pp |
| Annual return | 16.92% | 348.24%-331.3pp | 276.66%-259.7pp | 302.91%-286.0pp |
| Employer contribution / active EE | $1,166 | $5,103-77.2% | $4,645-74.9% | $4,762-75.5% |
| Participant deferral / active EE | $2,999 | $7,182-58.2% | $6,842-56.2% | $5,983-49.9% |
| Admin fee / account holder | $697 | $10,808-93.6% | $9,310-92.5% | $11,248-93.8% |