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 | $20,291 | $56,054-63.8% | $171,082-88.1% | $62,881-67.7% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 32.42% | 22.52%+9.9pp | 32.56%-0.1pp | 20.14%+12.3pp |
| Employer contribution / active EE | $991 | $1,731-42.7% | $4,002-75.2% | $2,281-56.5% |
| Participant deferral / active EE | $1,931 | $3,158-38.9% | $4,797-59.8% | $3,203-39.7% |
| Admin fee / account holder | $3,830 | $3,647+5.0% | $8,520-55.0% | $4,296-10.8% |