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 | $29,801 | $53,774-44.6% | $134,162-77.8% | $79,856-62.7% |
| Participation rate | 27.0% | 58.8%-31.7pp | 72.2%-45.2pp | 69.6%-42.6pp |
| Annual return | 16.73% | 19.01%-2.3pp | 36.35%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $372 | $1,322-71.8% | $3,705-89.9% | $2,471-84.9% |
| Participant deferral / active EE | $1,556 | $2,420-35.7% | $3,500-55.5% | $3,741-58.4% |
| Admin fee / account holder | $383 | $3,985-90.4% | $6,685-94.3% | $5,306-92.8% |