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 | $26,029 | $51,638-49.6% | $68,368-61.9% | $82,448-68.4% |
| Participation rate | 61.0% | 63.6%-2.6pp | 73.8%-12.7pp | 68.1%-7.0pp |
| Annual return | 22.03% | 37.53%-15.5pp | 292.57%-270.5pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,186 | $2,047-42.1% | $2,649-55.2% | $2,551-53.5% |
| Participant deferral / active EE | $1,782 | $2,914-38.8% | $4,123-56.8% | $4,139-56.9% |
| Admin fee / account holder | $1,265 | $4,643-72.8% | $5,150-75.4% | $7,234-82.5% |