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 | $31,467 | $84,236-62.6% | $170,435-81.5% | $70,126-55.1% |
| Participation rate | 38.2% | 70.8%-32.6pp | 83.6%-45.4pp | 69.5%-31.4pp |
| Annual return | 12.54% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $846 | $3,387-75.0% | $5,432-84.4% | $2,343-63.9% |
| Participant deferral / active EE | $1,920 | $3,086-37.8% | $4,939-61.1% | $3,332-42.4% |
| Admin fee / account holder | $1,582 | $5,698-72.2% | $13,881-88.6% | $4,645-66.0% |