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 | $23,907 | $135,956-82.4% | $123,894-80.7% | $273,972-91.3% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 8.93% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,041 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $3,419 | $6,343-46.1% | $5,984-42.9% | $5,287-35.3% |
| Admin fee / account holder | $484 | $9,817-95.1% | $8,357-94.2% | $10,133-95.2% |