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 | $17,708 | $37,446-52.7% | $77,552-77.2% | $79,856-77.8% |
| Participation rate | 35.5% | 41.5%-6.0pp | 54.2%-18.7pp | 69.6%-34.2pp |
| Annual return | 23.50% | 39.76%-16.3pp | 54.82%-31.3pp | 31.71%-8.2pp |
| Employer contribution / active EE | $454 | $637-28.8% | $987-54.0% | $2,471-81.6% |
| Participant deferral / active EE | $1,588 | $1,261+25.9% | $1,861-14.7% | $3,741-57.6% |
| Admin fee / account holder | $416 | $2,506-83.4% | $2,859-85.4% | $5,306-92.2% |