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 | $31,315 | $86,288-63.7% | $111,306-71.9% | $85,851-63.5% |
| Participation rate | 50.9% | 73.3%-22.4pp | 77.3%-26.4pp | 69.3%-18.4pp |
| Annual return | 11.70% | 19.99%-8.3pp | 54.67%-43.0pp | 318.63%-306.9pp |
| Employer contribution / active EE | $563 | $2,044-72.4% | $2,732-79.4% | $2,565-78.0% |
| Participant deferral / active EE | $1,766 | $3,641-51.5% | $4,488-60.6% | $3,952-55.3% |
| Admin fee / account holder | $2,661 | $8,189-67.5% | $7,966-66.6% | $6,261-57.5% |