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 | $59,983 | $85,024-29.5% | $70,544-15.0% | $139,466-57.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.4%-18.4pp | 80.3%-30.3pp |
| Annual return | 11.77% | 30.39%-18.6pp | 32.79%-21.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $1,092 | $3,912-72.1% | $2,976-63.3% | $4,754-77.0% |
| Participant deferral / active EE | $2,597 | $5,891-55.9% | $4,568-43.1% | $6,712-61.3% |
| Admin fee / account holder | $1,145 | $8,928-87.2% | $6,427-82.2% | $11,409-90.0% |