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 | $26,531 | $65,361-59.4% | $92,903-71.4% | $72,983-63.6% |
| Participation rate | 68.4% | 68.3%+0.1pp | 76.0%-7.6pp | 69.5%-1.1pp |
| Annual return | 23.09% | 42.11%-19.0pp | 109.43%-86.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $604 | $2,594-76.7% | $3,653-83.5% | $2,440-75.2% |
| Participant deferral / active EE | $1,638 | $3,128-47.6% | $4,238-61.3% | $3,608-54.6% |
| Admin fee / account holder | $1,368 | $4,251-67.8% | $5,795-76.4% | $5,124-73.3% |