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 | $12,606 | $57,140-77.9% | $85,240-85.2% | $80,959-84.4% |
| Participation rate | 33.3% | 56.4%-23.1pp | 67.5%-34.2pp | 67.7%-34.3pp |
| Annual return | 10.66% | 21.71%-11.0pp | 66.75%-56.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $316 | $1,802-82.5% | $2,735-88.4% | $2,757-88.5% |
| Participant deferral / active EE | $1,149 | $3,115-63.1% | $4,527-74.6% | $4,300-73.3% |
| Admin fee / account holder | $1,223 | $4,992-75.5% | $6,165-80.2% | $6,925-82.3% |