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 | $15,658 | $77,638-79.8% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 43.2% | 71.2%-28.0pp | 84.0%-40.8pp | 69.3%-26.1pp |
| Annual return | 9.11% | 50.33%-41.2pp | 32.23%-23.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,019 | $3,444-70.4% | $5,501-81.5% | $2,281-55.3% |
| Participant deferral / active EE | $2,127 | $3,046-30.2% | $4,871-56.3% | $3,203-33.6% |
| Admin fee / account holder | $3,516 | $5,561-36.8% | $13,028-73.0% | $4,296-18.2% |