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 | $21,759 | $43,496-50.0% | $161,489-86.5% | $64,340-66.2% |
| Participation rate | 50.9% | 53.5%-2.6pp | 78.7%-27.8pp | 55.2%-4.4pp |
| Annual return | 14.34% | 20.76%-6.4pp | 89.72%-75.4pp | 24.14%-9.8pp |
| Employer contribution / active EE | $937 | $1,431-34.5% | $4,268-78.1% | $1,862-49.7% |
| Participant deferral / active EE | $1,851 | $1,996-7.3% | $5,630-67.1% | $2,980-37.9% |
| Admin fee / account holder | $3,846 | $2,330+65.0% | $16,006-76.0% | $3,703+3.9% |