Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,822 | $68,878-55.3% | $120,574-74.4% | $80,935-61.9% |
| Participation rate | 53.6% | 61.7%-8.1pp | 71.9%-18.4pp | 67.7%-14.1pp |
| Annual return | 11.36% | 23.67%-12.3pp | 107.42%-96.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $724 | $2,065-65.0% | $3,471-79.2% | $2,757-73.8% |
| Participant deferral / active EE | $2,671 | $3,189-16.2% | $4,996-46.5% | $4,299-37.9% |
| Admin fee / account holder | $759 | $5,782-86.9% | $9,445-92.0% | $6,924-89.0% |