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 | $38,334 | $43,075-11.0% | $74,577-48.6% | $62,881-39.0% |
| Participation rate | 51.6% | 58.1%-6.4pp | 68.1%-16.5pp | 69.3%-17.7pp |
| Annual return | 5.85% | 17.50%-11.7pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $218 | $1,498-85.4% | $2,525-91.4% | $2,281-90.4% |
| Participant deferral / active EE | $1,143 | $2,389-52.1% | $3,458-66.9% | $3,203-64.3% |
| Admin fee / account holder | $768 | $2,840-73.0% | $4,138-81.4% | $4,296-82.1% |