Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,024 | $57,073-45.6% | $85,126-63.6% | $80,925-61.7% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.8pp | 67.7%-53.0pp |
| Annual return | 14.51% | 21.69%-7.2pp | 66.63%-52.1pp | 35.65%-21.1pp |
| Employer contribution / active EE | $380 | $1,801-78.9% | $2,731-86.1% | $2,756-86.2% |
| Participant deferral / active EE | $1,170 | $3,113-62.4% | $4,523-74.1% | $4,299-72.8% |
| Admin fee / account holder | $3,983 | $4,988-20.2% | $6,160-35.4% | $6,940-42.6% |