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 | $34,446 | $69,977-50.8% | $108,582-68.3% | $62,881-45.2% |
| Participation rate | 57.8% | 72.9%-15.1pp | 79.6%-21.8pp | 69.3%-11.5pp |
| Annual return | 9.59% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $623 | $2,135-70.8% | $3,758-83.4% | $2,281-72.7% |
| Participant deferral / active EE | $1,650 | $3,165-47.9% | $4,311-61.7% | $3,203-48.5% |
| Admin fee / account holder | $754 | $5,076-85.1% | $7,645-90.1% | $4,296-82.4% |