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 | $28,212 | $55,470-49.1% | $155,556-81.9% | $74,478-62.1% |
| Participation rate | 28.1% | 61.9%-33.8pp | 78.2%-50.1pp | 67.2%-39.1pp |
| Annual return | 15.91% | 269.80%-253.9pp | 64.84%-48.9pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $363 | $2,267-84.0% | $4,675-92.2% | $2,626-86.2% |
| Participant deferral / active EE | $1,742 | $2,838-38.6% | $5,631-69.1% | $4,350-60.0% |
| Admin fee / account holder | $1,307 | $1,744-25.0% | $15,885-91.8% | $1,946-32.8% |