Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,981 | $58,627-16.5% | $76,735-36.2% | $82,448-40.6% |
| Participation rate | 22.6% | 63.2%-40.6pp | 69.5%-46.9pp | 68.1%-45.5pp |
| Annual return | 13.48% | 39.10%-25.6pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $566 | $1,729-67.3% | $2,454-77.0% | $2,551-77.8% |
| Participant deferral / active EE | $1,387 | $3,134-55.7% | $4,088-66.1% | $4,139-66.5% |
| Admin fee / account holder | $28,057 | $5,323+427.1% | $7,189+290.3% | $7,234+287.8% |