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 | $25,775 | $52,639-51.0% | $185,117-86.1% | $62,293-58.6% |
| Participation rate | 55.2% | 63.9%-8.6pp | 77.3%-22.0pp | 69.5%-14.3pp |
| Annual return | 15.40% | 19.57%-4.2pp | 40.50%-25.1pp | 28.90%-13.5pp |
| Employer contribution / active EE | $741 | $1,483-50.0% | $4,182-82.3% | $2,042-63.7% |
| Participant deferral / active EE | $1,826 | $3,097-41.1% | $5,045-63.8% | $3,169-42.4% |
| Admin fee / account holder | $728 | $374+94.9% | $8,159-91.1% | $479+52.0% |