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 | $39,090 | $93,064-58.0% | $74,577-47.6% | $273,972-85.7% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 3.25% | 26.18%-22.9pp | 20.47%-17.2pp | 41.46%-38.2pp |
| Employer contribution / active EE | $489 | $3,160-84.5% | $2,525-80.6% | $4,869-90.0% |
| Participant deferral / active EE | $489 | $4,160-88.2% | $3,458-85.9% | $5,287-90.8% |
| Admin fee / account holder | $4,003 | $5,273-24.1% | $4,138-3.3% | $10,133-60.5% |