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 | $23,351 | $81,262-71.3% | $155,602-85.0% | $80,911-71.1% |
| Participation rate | 65.4% | 66.2%-0.9pp | 78.2%-12.8pp | 67.6%-2.3pp |
| Annual return | 11.50% | 33.34%-21.8pp | 64.81%-53.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,069 | $3,102-65.5% | $4,675-77.1% | $2,756-61.2% |
| Participant deferral / active EE | $2,161 | $3,451-37.4% | $5,629-61.6% | $4,297-49.7% |
| Admin fee / account holder | $1,843 | $7,992-76.9% | $15,923-88.4% | $6,935-73.4% |