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 | $20,264 | $61,125-66.8% | $94,057-78.5% | $87,485-76.8% |
| Participation rate | 38.9% | 64.1%-25.2pp | 73.3%-34.5pp | 68.9%-30.0pp |
| Annual return | 18.92% | 35.20%-16.3pp | 480.62%-461.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $516 | $2,136-75.8% | $2,933-82.4% | $2,596-80.1% |
| Participant deferral / active EE | $1,412 | $3,260-56.7% | $4,709-70.0% | $4,274-67.0% |
| Admin fee / account holder | $2,204 | $5,629-60.8% | $7,244-69.6% | $7,775-71.6% |