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 | $30,162 | $43,075-30.0% | $74,577-59.6% | $62,881-52.0% |
| Participation rate | 34.1% | 58.1%-24.0pp | 68.1%-34.0pp | 69.3%-35.2pp |
| Annual return | 5.16% | 17.50%-12.3pp | 20.47%-15.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $600 | $1,498-60.0% | $2,525-76.3% | $2,281-73.7% |
| Participant deferral / active EE | $1,589 | $2,389-33.5% | $3,458-54.1% | $3,203-50.4% |
| Admin fee / account holder | $1,525 | $2,840-46.3% | $4,138-63.2% | $4,296-64.5% |