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 | $41,959 | $58,848-28.7% | $88,179-52.4% | $82,637-49.2% |
| Participation rate | 20.4% | 57.9%-37.5pp | 69.1%-48.7pp | 68.1%-47.6pp |
| Annual return | 18.09% | 22.76%-4.7pp | 64.97%-46.9pp | 53.51%-35.4pp |
| Employer contribution / active EE | $417 | $1,678-75.1% | $2,549-83.6% | $2,552-83.6% |
| Participant deferral / active EE | $2,190 | $3,124-29.9% | $4,614-52.5% | $4,126-46.9% |
| Admin fee / account holder | $2,750 | $4,795-42.6% | $7,673-64.2% | $7,339-62.5% |