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 | $34,244 | $39,028-12.3% | $80,741-57.6% | $85,847-60.1% |
| Participation rate | 50.0% | 41.6%+8.4pp | 54.2%-4.2pp | 69.3%-19.3pp |
| Annual return | 21.85% | 26.31%-4.5pp | 87.30%-65.5pp | 318.61%-296.8pp |
| Employer contribution / active EE | $375 | $722-48.0% | $1,160-67.6% | $2,565-85.4% |
| Participant deferral / active EE | $962 | $1,326-27.5% | $2,145-55.2% | $3,952-75.7% |
| Admin fee / account holder | $431 | $2,429-82.3% | $3,380-87.3% | $6,261-93.1% |