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 | $32,297 | $58,099-44.4% | $76,872-58.0% | $75,173-57.0% |
| Participation rate | 50.0% | 63.9%-13.9pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 17.41% | 26.71%-9.3pp | 37.90%-20.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $625 | $1,996-68.7% | $2,533-75.3% | $2,671-76.6% |
| Participant deferral / active EE | $1,512 | $2,999-49.6% | $3,832-60.6% | $4,126-63.4% |
| Admin fee / account holder | $3,332 | $4,778-30.3% | $5,476-39.2% | $5,651-41.0% |