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 | $29,036 | $73,532-60.5% | $178,505-83.7% | $74,478-61.0% |
| Participation rate | 39.1% | 66.6%-27.5pp | 77.1%-38.0pp | 67.2%-28.1pp |
| Annual return | 13.94% | 17.49%-3.5pp | 27.16%-13.2pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $818 | $2,221-63.2% | $3,955-79.3% | $2,626-68.8% |
| Participant deferral / active EE | $1,907 | $4,519-57.8% | $6,280-69.6% | $4,350-56.2% |
| Admin fee / account holder | $2,744 | $1,813+51.4% | $10,428-73.7% | $1,946+41.0% |