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 | $18,626 | $47,944-61.2% | $67,834-72.5% | $62,881-70.4% |
| Participation rate | 57.1% | 61.1%-3.9pp | 68.8%-11.7pp | 69.3%-12.2pp |
| Annual return | 6.28% | 11.77%-5.5pp | 138.47%-132.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $615 | $1,562-60.6% | $2,403-74.4% | $2,281-73.0% |
| Participant deferral / active EE | $984 | $2,247-56.2% | $3,160-68.9% | $3,203-69.3% |
| Admin fee / account holder | $465 | $3,712-87.5% | $4,622-89.9% | $4,296-89.2% |