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 | $15,888 | $84,236-81.1% | $170,435-90.7% | $70,126-77.3% |
| Participation rate | 58.5% | 70.8%-12.3pp | 83.6%-25.1pp | 69.5%-11.0pp |
| Annual return | 16.42% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $574 | $3,387-83.1% | $5,432-89.4% | $2,343-75.5% |
| Participant deferral / active EE | $1,175 | $3,086-61.9% | $4,939-76.2% | $3,332-64.7% |
| Admin fee / account holder | $670 | $5,698-88.2% | $13,881-95.2% | $4,645-85.6% |