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 | $25,355 | $71,215-64.4% | $93,696-72.9% | $80,935-68.7% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.3pp | 67.7%-2.2pp |
| Annual return | 15.71% | 11.27%+4.4pp | 133.74%-118.0pp | 35.66%-19.9pp |
| Employer contribution / active EE | $952 | $1,565-39.2% | $2,422-60.7% | $2,757-65.5% |
| Participant deferral / active EE | $2,718 | $4,037-32.7% | $4,417-38.5% | $4,299-36.8% |
| Admin fee / account holder | $351 | $6,958-95.0% | $8,287-95.8% | $6,924-94.9% |