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 | $32,180 | $93,346-65.5% | $71,796-55.2% | $273,972-88.3% |
| Participation rate | 54.2% | 76.5%-22.4pp | 69.1%-14.9pp | 83.0%-28.8pp |
| Annual return | 8.26% | 130.39%-122.1pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $721 | $2,733-73.6% | $1,924-62.5% | $4,869-85.2% |
| Participant deferral / active EE | $1,227 | $3,475-64.7% | $2,794-56.1% | $5,287-76.8% |
| Admin fee / account holder | $332 | $6,571-95.0% | $4,815-93.1% | $10,133-96.7% |