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 | $36,518 | $84,236-56.6% | $170,435-78.6% | $70,126-47.9% |
| Participation rate | 34.3% | 70.8%-36.5pp | 83.6%-49.3pp | 69.5%-35.3pp |
| Annual return | 17.38% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $681 | $3,387-79.9% | $5,432-87.5% | $2,343-70.9% |
| Participant deferral / active EE | $839 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $1,980 | $5,698-65.3% | $13,881-85.7% | $4,645-57.4% |