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 | $19,983 | $45,343-55.9% | $150,298-86.7% | $67,986-70.6% |
| Participation rate | 31.4% | 51.9%-20.4pp | 77.8%-46.3pp | 57.2%-25.8pp |
| Annual return | 14.93% | 33.28%-18.3pp | 62.79%-47.9pp | 31.67%-16.7pp |
| Employer contribution / active EE | $482 | $1,462-67.0% | $4,154-88.4% | $2,019-76.1% |
| Participant deferral / active EE | $771 | $2,055-62.5% | $5,453-85.9% | $3,358-77.0% |
| Admin fee / account holder | $1,351 | $2,250-40.0% | $14,116-90.4% | $3,203-57.8% |