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 | $25,786 | $93,346-72.4% | $71,796-64.1% | $273,972-90.6% |
| Participation rate | 68.8% | 76.5%-7.8pp | 69.1%-0.4pp | 83.0%-14.3pp |
| Annual return | 5.95% | 130.39%-124.4pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,249 | $2,733-54.3% | $1,924-35.1% | $4,869-74.4% |
| Participant deferral / active EE | $3,280 | $3,475-5.6% | $2,794+17.4% | $5,287-38.0% |
| Admin fee / account holder | $764 | $6,571-88.4% | $4,815-84.1% | $10,133-92.5% |