Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,514 | $57,119-36.1% | $85,187-57.1% | $80,935-54.9% |
| Participation rate | 48.6% | 56.4%-7.8pp | 67.5%-18.9pp | 67.7%-19.0pp |
| Annual return | 14.04% | 21.70%-7.7pp | 66.67%-52.6pp | 35.66%-21.6pp |
| Employer contribution / active EE | $782 | $1,802-56.6% | $2,732-71.4% | $2,757-71.6% |
| Participant deferral / active EE | $1,931 | $3,115-38.0% | $4,525-57.3% | $4,299-55.1% |
| Admin fee / account holder | $609 | $4,990-87.8% | $6,162-90.1% | $6,924-91.2% |