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 | $16,024 | $58,057-72.4% | $97,032-83.5% | $86,983-81.6% |
| Participation rate | 38.3% | 60.4%-22.1pp | 71.6%-33.3pp | 69.5%-31.3pp |
| Annual return | 15.59% | 22.26%-6.7pp | 35.38%-19.8pp | 25.83%-10.2pp |
| Employer contribution / active EE | $394 | $1,663-76.3% | $2,629-85.0% | $2,584-84.8% |
| Participant deferral / active EE | $1,070 | $3,244-67.0% | $4,672-77.1% | $4,194-74.5% |
| Admin fee / account holder | $2,169 | $4,839-55.2% | $9,418-77.0% | $7,856-72.4% |