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 | $30,241 | $100,901-70.0% | $75,501-59.9% | $147,586-79.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.4%-12.4pp | 82.8%-22.8pp |
| Annual return | 16.25% | 35.78%-19.5pp | 27.35%-11.1pp | 578.59%-562.3pp |
| Employer contribution / active EE | $680 | $3,253-79.1% | $2,352-71.1% | $4,876-86.1% |
| Participant deferral / active EE | $2,379 | $4,027-40.9% | $3,142-24.3% | $5,439-56.3% |
| Admin fee / account holder | $5,755 | $11,285-49.0% | $5,801-0.8% | $10,886-47.1% |