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 | $32,269 | $58,311-44.7% | $81,882-60.6% | $80,959-60.1% |
| Participation rate | 28.0% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.6pp |
| Annual return | 11.26% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $424 | $2,347-81.9% | $2,916-85.5% | $2,757-84.6% |
| Participant deferral / active EE | $1,278 | $3,287-61.1% | $4,323-70.4% | $4,300-70.3% |
| Admin fee / account holder | $18,372 | $4,752+286.6% | $7,360+149.6% | $6,925+165.3% |