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 | $19,102 | $45,050-57.6% | $63,018-69.7% | $70,126-72.8% |
| Participation rate | 42.1% | 69.5%-27.4pp | 74.8%-32.7pp | 69.5%-27.4pp |
| Annual return | 18.88% | 18.76%+0.1pp | 87.62%-68.7pp | 73.15%-54.3pp |
| Employer contribution / active EE | $695 | $2,052-66.2% | $2,761-74.8% | $2,343-70.4% |
| Participant deferral / active EE | $1,205 | $2,466-51.1% | $3,330-63.8% | $3,332-63.8% |
| Admin fee / account holder | $1,052 | $2,834-62.9% | $3,601-70.8% | $4,645-77.4% |