Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,785 | $39,132-23.9% | $57,196-47.9% | $62,881-52.6% |
| Participation rate | 41.1% | 70.5%-29.4pp | 75.3%-34.3pp | 69.3%-28.2pp |
| Annual return | 4.03% | 9.24%-5.2pp | 14.59%-10.6pp | 20.14%-16.1pp |
| Employer contribution / active EE | $873 | $1,874-53.4% | $2,683-67.5% | $2,281-61.7% |
| Participant deferral / active EE | $1,808 | $2,374-23.8% | $3,096-41.6% | $3,203-43.5% |
| Admin fee / account holder | $355 | $2,594-86.3% | $3,141-88.7% | $4,296-91.7% |