Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,406 | $95,406-65.0% | $185,849-82.0% | $85,847-61.1% |
| Participation rate | 54.5% | 68.8%-14.2pp | 81.7%-27.2pp | 69.3%-14.8pp |
| Annual return | 17.97% | 23.59%-5.6pp | 122.10%-104.1pp | 318.61%-300.6pp |
| Employer contribution / active EE | $638 | $3,314-80.8% | $5,169-87.7% | $2,565-75.1% |
| Participant deferral / active EE | $3,340 | $3,424-2.4% | $5,569-40.0% | $3,952-15.5% |
| Admin fee / account holder | $6,247 | $7,214-13.4% | $16,244-61.5% | $6,261-0.2% |