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 | $21,551 | $81,358-73.5% | $155,556-86.1% | $80,959-73.4% |
| Participation rate | 48.8% | 66.3%-17.5pp | 78.2%-29.4pp | 67.7%-18.9pp |
| Annual return | 14.25% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $1,029 | $3,106-66.9% | $4,675-78.0% | $2,757-62.7% |
| Participant deferral / active EE | $1,350 | $3,455-60.9% | $5,631-76.0% | $4,300-68.6% |
| Admin fee / account holder | $1,202 | $7,994-85.0% | $15,885-92.4% | $6,925-82.6% |