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 | $23,134 | $54,763-57.8% | $90,324-74.4% | $72,976-68.3% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 21.76% | 30.63%-8.9pp | 78.15%-56.4pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,089 | $2,093-48.0% | $2,856-61.9% | $2,440-55.4% |
| Participant deferral / active EE | $2,284 | $2,887-20.9% | $3,885-41.2% | $3,608-36.7% |
| Admin fee / account holder | $1,663 | $3,973-58.1% | $5,356-68.9% | $5,124-67.5% |