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 | $14,748 | $43,075-65.8% | $74,577-80.2% | $62,881-76.5% |
| Participation rate | 45.1% | 58.1%-13.0pp | 68.1%-23.0pp | 69.3%-24.2pp |
| Annual return | 8.00% | 17.50%-9.5pp | 20.47%-12.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $460 | $1,498-69.3% | $2,525-81.8% | $2,281-79.8% |
| Participant deferral / active EE | $1,129 | $2,389-52.8% | $3,458-67.4% | $3,203-64.8% |
| Admin fee / account holder | $370 | $2,840-87.0% | $4,138-91.1% | $4,296-91.4% |