Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,276 | $81,331-86.1% | $155,534-92.8% | $80,935-86.1% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.4pp | 67.7%-36.9pp |
| Annual return | 15.05% | 33.37%-18.3pp | 64.92%-49.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $512 | $3,105-83.5% | $4,675-89.1% | $2,757-81.4% |
| Participant deferral / active EE | $1,321 | $3,454-61.7% | $5,630-76.5% | $4,299-69.3% |
| Admin fee / account holder | $1,287 | $7,999-83.9% | $15,900-91.9% | $6,924-81.4% |