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 | $37,375 | $67,602-44.7% | $82,312-54.6% | $70,126-46.7% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 16.32% | 21.57%-5.2pp | 25.88%-9.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $556 | $1,755-68.3% | $2,428-77.1% | $2,343-76.3% |
| Participant deferral / active EE | $2,753 | $2,987-7.8% | $3,706-25.7% | $3,332-17.4% |
| Admin fee / account holder | $418 | $4,512-90.7% | $5,608-92.6% | $4,645-91.0% |