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 | $31,834 | $81,233-60.8% | $155,567-79.5% | $80,874-60.6% |
| Participation rate | 29.3% | 66.2%-37.0pp | 78.2%-48.9pp | 67.6%-38.4pp |
| Annual return | 14.29% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $509 | $3,101-83.6% | $4,674-89.1% | $2,756-81.5% |
| Participant deferral / active EE | $1,809 | $3,452-47.6% | $5,628-67.9% | $4,297-57.9% |
| Admin fee / account holder | $494 | $7,998-93.8% | $15,916-96.9% | $6,935-92.9% |