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 | $46,135 | $71,197-35.2% | $93,669-50.7% | $80,925-43.0% |
| Participation rate | 42.5% | 60.4%-17.9pp | 68.7%-26.2pp | 67.7%-25.2pp |
| Annual return | 24.45% | 11.27%+13.2pp | 133.59%-109.1pp | 35.65%-11.2pp |
| Employer contribution / active EE | $1,108 | $1,565-29.2% | $2,424-54.3% | $2,756-59.8% |
| Participant deferral / active EE | $2,119 | $4,036-47.5% | $4,416-52.0% | $4,299-50.7% |
| Admin fee / account holder | $553 | $6,959-92.1% | $8,291-93.3% | $6,940-92.0% |