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 | $8,945 | $76,407-88.3% | $150,298-94.0% | $82,448-89.2% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.1pp | 68.1%-16.5pp |
| Annual return | 15.40% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $338 | $2,614-87.1% | $4,154-91.9% | $2,551-86.7% |
| Participant deferral / active EE | $1,517 | $3,214-52.8% | $5,453-72.2% | $4,139-63.4% |
| Admin fee / account holder | $875 | $6,352-86.2% | $14,116-93.8% | $7,234-87.9% |