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 | $21,686 | $63,346-65.8% | $92,240-76.5% | $70,126-69.1% |
| Participation rate | 41.7% | 68.7%-27.0pp | 76.5%-34.8pp | 69.5%-27.9pp |
| Annual return | 16.95% | 530.19%-513.2pp | 176.29%-159.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $810 | $2,471-67.2% | $3,680-78.0% | $2,343-65.4% |
| Participant deferral / active EE | $2,539 | $2,854-11.0% | $3,897-34.9% | $3,332-23.8% |
| Admin fee / account holder | $3,708 | $3,841-3.4% | $5,194-28.6% | $4,645-20.2% |