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 | $32,964 | $74,535-55.8% | $100,712-67.3% | $82,637-60.1% |
| Participation rate | 62.1% | 61.2%+0.9pp | 69.3%-7.2pp | 68.1%-6.0pp |
| Annual return | 15.42% | 18.92%-3.5pp | 33.27%-17.9pp | 53.51%-38.1pp |
| Employer contribution / active EE | $833 | $1,503-44.6% | $2,313-64.0% | $2,552-67.4% |
| Participant deferral / active EE | $1,422 | $3,074-53.7% | $4,085-65.2% | $4,126-65.5% |
| Admin fee / account holder | $1,275 | $6,576-80.6% | $9,256-86.2% | $7,339-82.6% |