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 | $35,817 | $75,962-52.8% | $154,108-76.8% | $64,173-44.2% |
| Participation rate | 35.9% | 70.4%-34.5pp | 83.0%-47.1pp | 69.6%-33.6pp |
| Annual return | 15.31% | 30.32%-15.0pp | 735.21%-719.9pp | 7.63%+7.7pp |
| Employer contribution / active EE | $524 | $3,350-84.3% | $5,298-90.1% | $2,381-78.0% |
| Participant deferral / active EE | $1,354 | $3,175-57.4% | $5,081-73.4% | $3,470-61.0% |
| Admin fee / account holder | $969 | $5,589-82.7% | $13,411-92.8% | $4,887-80.2% |