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 | $25,625 | $67,411-62.0% | $91,004-71.8% | $70,126-63.5% |
| Participation rate | 33.9% | 71.4%-37.5pp | 75.6%-41.7pp | 69.5%-35.7pp |
| Annual return | 19.22% | -40.16%+59.4pp | 4.60%+14.6pp | 73.15%-53.9pp |
| Employer contribution / active EE | $334 | $1,786-81.3% | $2,456-86.4% | $2,343-85.7% |
| Participant deferral / active EE | $1,561 | $2,823-44.7% | $3,548-56.0% | $3,332-53.2% |
| Admin fee / account holder | $1,333 | $4,236-68.5% | $5,417-75.4% | $4,645-71.3% |