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 | $30,804 | $95,415-67.7% | $185,851-83.4% | $85,851-64.1% |
| Participation rate | 43.8% | 68.8%-24.9pp | 81.7%-37.9pp | 69.3%-25.5pp |
| Annual return | 14.22% | 23.59%-9.4pp | 122.11%-107.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $923 | $3,314-72.2% | $5,168-82.1% | $2,565-64.0% |
| Participant deferral / active EE | $1,594 | $3,424-53.4% | $5,569-71.4% | $3,952-59.7% |
| Admin fee / account holder | $1,904 | $7,215-73.6% | $16,245-88.3% | $6,261-69.6% |