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 | $27,666 | $125,778-78.0% | $114,563-75.9% | $154,746-82.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 13.02% | 295.14%-282.1pp | 241.09%-228.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,743 | $2,806-37.9% | $2,592-32.7% | $4,379-60.2% |
| Participant deferral / active EE | $3,967 | $4,445-10.7% | $4,142-4.2% | $6,730-41.1% |
| Admin fee / account holder | $23,806 | $8,190+190.7% | $7,623+212.3% | $14,365+65.7% |