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 | $16,100 | $37,446-57.0% | $77,513-79.2% | $79,852-79.8% |
| Participation rate | 40.5% | 41.5%-1.1pp | 54.2%-13.7pp | 69.6%-29.2pp |
| Annual return | 20.69% | 39.76%-19.1pp | 54.81%-34.1pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,049 | $637+64.6% | $987+6.3% | $2,471-57.5% |
| Participant deferral / active EE | $2,339 | $1,261+85.5% | $1,861+25.7% | $3,740-37.5% |
| Admin fee / account holder | $311 | $2,506-87.6% | $2,859-89.1% | $5,306-94.1% |