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 | $32,871 | $90,486-63.7% | $78,676-58.2% | $273,972-88.0% |
| Participation rate | 68.2% | 76.5%-8.3pp | 73.6%-5.4pp | 83.0%-14.8pp |
| Annual return | 6.85% | 75.62%-68.8pp | 62.19%-55.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $496 | $3,175-84.4% | $2,850-82.6% | $4,869-89.8% |
| Participant deferral / active EE | $3,387 | $3,901-13.2% | $3,517-3.7% | $5,287-35.9% |
| Admin fee / account holder | $2,344 | $5,263-55.5% | $4,510-48.0% | $10,133-76.9% |