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 | $8,687 | $39,036-77.7% | $80,784-89.2% | $85,851-89.9% |
| Participation rate | 36.4% | 41.6%-5.2pp | 54.2%-17.8pp | 69.3%-33.0pp |
| Annual return | 14.46% | 26.31%-11.9pp | 87.31%-72.8pp | 318.63%-304.2pp |
| Employer contribution / active EE | $813 | $722+12.5% | $1,160-29.9% | $2,565-68.3% |
| Participant deferral / active EE | $1,000 | $1,326-24.6% | $2,145-53.4% | $3,952-74.7% |
| Admin fee / account holder | $2,101 | $2,429-13.5% | $3,380-37.8% | $6,261-66.4% |