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 | $44,298 | $58,828-24.7% | $78,002-43.2% | $62,881-29.6% |
| Participation rate | 37.2% | 71.1%-33.9pp | 75.5%-38.3pp | 69.3%-32.1pp |
| Annual return | 7.78% | 17.16%-9.4pp | 425.99%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $319 | $1,672-80.9% | $2,470-87.1% | $2,281-86.0% |
| Participant deferral / active EE | $1,275 | $2,686-52.5% | $3,497-63.5% | $3,203-60.2% |
| Admin fee / account holder | $2,016 | $4,393-54.1% | $5,481-63.2% | $4,296-53.1% |