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 | $13,834 | $49,249-71.9% | $70,476-80.4% | $79,852-82.7% |
| Participation rate | 18.2% | 69.2%-51.0pp | 75.1%-56.9pp | 69.6%-51.5pp |
| Annual return | 16.31% | 30.09%-13.8pp | 109.12%-92.8pp | 31.72%-15.4pp |
| Employer contribution / active EE | $667 | $2,100-68.2% | $2,738-75.6% | $2,471-73.0% |
| Participant deferral / active EE | $1,997 | $2,769-27.9% | $3,710-46.2% | $3,740-46.6% |
| Admin fee / account holder | $712 | $2,878-75.3% | $3,847-81.5% | $5,306-86.6% |