Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,763 | $57,057-46.1% | $85,009-63.8% | $80,874-62.0% |
| Participation rate | 38.5% | 56.4%-17.8pp | 67.5%-29.0pp | 67.6%-29.1pp |
| Annual return | 11.51% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.1pp |
| Employer contribution / active EE | $950 | $1,799-47.2% | $2,728-65.2% | $2,756-65.5% |
| Participant deferral / active EE | $1,801 | $3,112-42.1% | $4,522-60.2% | $4,297-58.1% |
| Admin fee / account holder | $2,627 | $4,986-47.3% | $6,153-57.3% | $6,935-62.1% |