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 | $23,111 | $81,276-71.6% | $155,574-85.1% | $80,925-71.4% |
| Participation rate | 45.4% | 66.2%-20.9pp | 78.2%-32.9pp | 67.7%-22.3pp |
| Annual return | 15.68% | 33.36%-17.7pp | 64.87%-49.2pp | 35.65%-20.0pp |
| Employer contribution / active EE | $619 | $3,103-80.1% | $4,676-86.8% | $2,756-77.6% |
| Participant deferral / active EE | $1,557 | $3,453-54.9% | $5,629-72.3% | $4,299-63.8% |
| Admin fee / account holder | $5,325 | $7,993-33.4% | $15,914-66.5% | $6,940-23.3% |