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 | $17,949 | $53,128-66.2% | $86,582-79.3% | $70,126-74.4% |
| Participation rate | 44.2% | 65.3%-21.1pp | 73.5%-29.4pp | 69.5%-25.4pp |
| Annual return | 17.48% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $352 | $2,068-83.0% | $2,839-87.6% | $2,343-85.0% |
| Participant deferral / active EE | $1,640 | $2,695-39.2% | $3,609-54.6% | $3,332-50.8% |
| Admin fee / account holder | $569 | $3,584-84.1% | $4,904-88.4% | $4,645-87.7% |