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 | $30,080 | $56,054-46.3% | $171,082-82.4% | $62,881-52.2% |
| Participation rate | 41.3% | 62.9%-21.6pp | 76.7%-35.4pp | 69.3%-28.0pp |
| Annual return | 84.56% | 22.52%+62.0pp | 32.56%+52.0pp | 20.14%+64.4pp |
| Employer contribution / active EE | $651 | $1,731-62.4% | $4,002-83.7% | $2,281-71.5% |
| Participant deferral / active EE | $1,546 | $3,158-51.1% | $4,797-67.8% | $3,203-51.7% |
| Admin fee / account holder | $393 | $3,647-89.2% | $8,520-95.4% | $4,296-90.9% |