Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,881 | $91,198-58.5% | $178,503-78.8% | $79,856-52.6% |
| Participation rate | 47.3% | 69.2%-21.9pp | 81.9%-34.6pp | 69.6%-22.3pp |
| Annual return | 14.75% | 24.20%-9.4pp | 151.12%-136.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $491 | $3,257-84.9% | $5,011-90.2% | $2,471-80.1% |
| Participant deferral / active EE | $2,014 | $3,237-37.8% | $5,202-61.3% | $3,741-46.2% |
| Admin fee / account holder | $3,778 | $6,748-44.0% | $13,987-73.0% | $5,306-28.8% |