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 | $31,405 | $67,602-53.5% | $82,312-61.8% | $70,126-55.2% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.9%-36.4pp | 69.5%-29.1pp |
| Annual return | 29.87% | 21.57%+8.3pp | 25.88%+4.0pp | 73.15%-43.3pp |
| Employer contribution / active EE | $372 | $1,755-78.8% | $2,428-84.7% | $2,343-84.1% |
| Participant deferral / active EE | $2,580 | $2,987-13.6% | $3,706-30.4% | $3,332-22.6% |
| Admin fee / account holder | $1,542 | $4,512-65.8% | $5,608-72.5% | $4,645-66.8% |