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 | $16,218 | $29,667-45.3% | $56,441-71.3% | $80,874-79.9% |
| Participation rate | 46.9% | 41.7%+5.2pp | 52.5%-5.6pp | 67.6%-20.8pp |
| Annual return | 11.00% | 35.22%-24.2pp | 1704.21%-1693.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $818 | $669+22.2% | $1,039-21.3% | $2,756-70.3% |
| Participant deferral / active EE | $957 | $1,227-22.0% | $1,953-51.0% | $4,297-77.7% |
| Admin fee / account holder | $533 | $2,429-78.0% | $2,829-81.1% | $6,935-92.3% |