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 | $23,797 | $52,580-54.7% | $71,671-66.8% | $70,126-66.1% |
| Participation rate | 37.8% | 60.9%-23.1pp | 68.7%-31.0pp | 69.5%-31.8pp |
| Annual return | 13.25% | 20.25%-7.0pp | 20.65%-7.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $404 | $1,616-75.0% | $2,460-83.6% | $2,343-82.7% |
| Participant deferral / active EE | $1,747 | $2,386-26.8% | $3,438-49.2% | $3,332-47.6% |
| Admin fee / account holder | $8,771 | $3,653+140.1% | $5,558+57.8% | $4,645+88.8% |