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 | $18,831 | $46,877-59.8% | $122,354-84.6% | $70,126-73.1% |
| Participation rate | 17.8% | 58.2%-40.4pp | 71.6%-53.8pp | 69.5%-51.7pp |
| Annual return | 21.77% | 24.22%-2.5pp | 30.28%-8.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $278 | $1,288-78.4% | $4,051-93.1% | $2,343-88.1% |
| Participant deferral / active EE | $1,071 | $2,167-50.6% | $3,287-67.4% | $3,332-67.9% |
| Admin fee / account holder | $410 | $3,324-87.7% | $5,479-92.5% | $4,645-91.2% |