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 | $30,109 | $43,423-30.7% | $78,676-61.7% | $55,167-45.4% |
| Participation rate | 50.0% | 68.0%-18.0pp | 73.6%-23.6pp | 69.0%-19.0pp |
| Annual return | 9.36% | 11.53%-2.2pp | 62.19%-52.8pp | 169.23%-159.9pp |
| Employer contribution / active EE | $592 | $1,997-70.3% | $2,850-79.2% | $1,963-69.8% |
| Participant deferral / active EE | $1,569 | $2,509-37.4% | $3,517-55.4% | $3,054-48.6% |
| Admin fee / account holder | $771 | $416+85.3% | $4,510-82.9% | $504+53.1% |