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 | $23,329 | $59,804-61.0% | $81,982-71.5% | $79,856-70.8% |
| Participation rate | 60.4% | 61.6%-1.2pp | 69.3%-8.8pp | 69.6%-9.2pp |
| Annual return | 14.09% | 17.56%-3.5pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $500 | $1,713-70.8% | $2,498-80.0% | $2,471-79.8% |
| Participant deferral / active EE | $1,311 | $2,695-51.3% | $3,722-64.8% | $3,741-64.9% |
| Admin fee / account holder | $1,163 | $4,288-72.9% | $5,665-79.5% | $5,306-78.1% |