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 | $30,680 | $58,275-47.4% | $81,844-62.5% | $80,935-62.1% |
| Participation rate | 31.6% | 63.5%-31.8pp | 72.4%-40.7pp | 67.7%-36.0pp |
| Annual return | 16.34% | 41.82%-25.5pp | 778.87%-762.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $502 | $2,346-78.6% | $2,916-82.8% | $2,757-81.8% |
| Participant deferral / active EE | $769 | $3,285-76.6% | $4,323-82.2% | $4,299-82.1% |
| Admin fee / account holder | $661 | $4,749-86.1% | $7,355-91.0% | $6,924-90.5% |