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 | $20,707 | $87,546-76.3% | $75,784-72.7% | $125,389-83.5% |
| Participation rate | 12.5% | 80.2%-67.7pp | 75.8%-63.3pp | 83.2%-70.7pp |
| Annual return | 0.78% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $949 | $3,930-75.9% | $3,323-71.5% | $4,866-80.5% |
| Participant deferral / active EE | $3,359 | $4,230-20.6% | $3,652-8.0% | $5,352-37.2% |
| Admin fee / account holder | $24,864 | $6,503+282.4% | $5,300+369.1% | $9,541+160.6% |