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 | $19,331 | $81,276-76.2% | $155,574-87.6% | $80,925-76.1% |
| Participation rate | 60.7% | 66.2%-5.5pp | 78.2%-17.5pp | 67.7%-6.9pp |
| Annual return | 10.94% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $536 | $3,103-82.7% | $4,676-88.5% | $2,756-80.6% |
| Participant deferral / active EE | $2,143 | $3,453-37.9% | $5,629-61.9% | $4,299-50.1% |
| Admin fee / account holder | $389 | $7,993-95.1% | $15,914-97.6% | $6,940-94.4% |