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 | $9,528 | $55,932-83.0% | $76,735-87.6% | $67,986-86.0% |
| Participation rate | 22.8% | 50.8%-28.0pp | 69.5%-46.7pp | 57.2%-34.4pp |
| Annual return | 29.09% | 23.10%+6.0pp | 29.77%-0.7pp | 31.67%-2.6pp |
| Employer contribution / active EE | $401 | $1,487-73.1% | $2,454-83.7% | $2,019-80.2% |
| Participant deferral / active EE | $891 | $2,558-65.2% | $4,088-78.2% | $3,358-73.5% |
| Admin fee / account holder | $673 | $4,907-86.3% | $7,189-90.6% | $3,203-79.0% |