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 | $31,672 | $53,128-40.4% | $86,582-63.4% | $70,126-54.8% |
| Participation rate | 28.4% | 65.3%-36.9pp | 73.5%-45.2pp | 69.5%-41.2pp |
| Annual return | 15.55% | 27.66%-12.1pp | 965.08%-949.5pp | 73.15%-57.6pp |
| Employer contribution / active EE | $644 | $2,068-68.9% | $2,839-77.3% | $2,343-72.5% |
| Participant deferral / active EE | $1,000 | $2,695-62.9% | $3,609-72.3% | $3,332-70.0% |
| Admin fee / account holder | $1,090 | $3,584-69.6% | $4,904-77.8% | $4,645-76.5% |