Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,298 | $71,208-53.2% | $93,681-64.5% | $80,911-58.8% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.2pp | 67.6%-39.1pp |
| Annual return | 11.55% | 11.27%+0.3pp | 133.47%-121.9pp | 35.63%-24.1pp |
| Employer contribution / active EE | $940 | $1,564-39.9% | $2,422-61.2% | $2,756-65.9% |
| Participant deferral / active EE | $1,404 | $4,035-65.2% | $4,415-68.2% | $4,297-67.3% |
| Admin fee / account holder | $434 | $6,951-93.8% | $8,290-94.8% | $6,935-93.7% |