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 | $32,903 | $95,406-65.5% | $185,849-82.3% | $85,847-61.7% |
| Participation rate | 69.1% | 68.8%+0.3pp | 81.7%-12.6pp | 69.3%-0.2pp |
| Annual return | 11.62% | 23.59%-12.0pp | 122.10%-110.5pp | 318.61%-307.0pp |
| Employer contribution / active EE | $716 | $3,314-78.4% | $5,169-86.1% | $2,565-72.1% |
| Participant deferral / active EE | $2,020 | $3,424-41.0% | $5,569-63.7% | $3,952-48.9% |
| Admin fee / account holder | $549 | $7,214-92.4% | $16,244-96.6% | $6,261-91.2% |