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 | $18,736 | $85,171-78.0% | $172,752-89.2% | $72,975-74.3% |
| Participation rate | 64.7% | 70.1%-5.4pp | 82.6%-17.9pp | 69.5%-4.8pp |
| Annual return | 21.65% | 27.32%-5.7pp | 802.97%-781.3pp | 81.01%-59.4pp |
| Employer contribution / active EE | $890 | $3,324-73.2% | $5,144-82.7% | $2,440-63.5% |
| Participant deferral / active EE | $1,329 | $3,260-59.2% | $5,198-74.4% | $3,608-63.2% |
| Admin fee / account holder | $829 | $5,880-85.9% | $13,955-94.1% | $5,124-83.8% |