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 | $22,091 | $95,406-76.8% | $185,849-88.1% | $85,847-74.3% |
| Participation rate | 42.3% | 68.8%-26.5pp | 81.7%-39.4pp | 69.3%-27.0pp |
| Annual return | 17.03% | 23.59%-6.6pp | 122.10%-105.1pp | 318.61%-301.6pp |
| Employer contribution / active EE | $724 | $3,314-78.2% | $5,169-86.0% | $2,565-71.8% |
| Participant deferral / active EE | $1,369 | $3,424-60.0% | $5,569-75.4% | $3,952-65.4% |
| Admin fee / account holder | $395 | $7,214-94.5% | $16,244-97.6% | $6,261-93.7% |