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 | $23,096 | $48,570-52.4% | $130,660-82.3% | $72,975-68.4% |
| Participation rate | 29.4% | 58.6%-29.2pp | 71.7%-42.3pp | 69.5%-40.1pp |
| Annual return | 20.80% | 38.63%-17.8pp | 1709.29%-1688.5pp | 81.01%-60.2pp |
| Employer contribution / active EE | $526 | $1,334-60.6% | $4,092-87.2% | $2,440-78.5% |
| Participant deferral / active EE | $1,785 | $2,384-25.1% | $3,603-50.5% | $3,608-50.5% |
| Admin fee / account holder | $3,157 | $3,549-11.1% | $5,463-42.2% | $5,124-38.4% |