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 | $29,199 | $55,453-47.3% | $170,439-82.9% | $62,293-53.1% |
| Participation rate | 53.5% | 66.4%-12.9pp | 83.6%-30.1pp | 69.5%-16.1pp |
| Annual return | 15.03% | 21.38%-6.3pp | 205.94%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $357 | $2,164-83.5% | $5,433-93.4% | $2,042-82.5% |
| Participant deferral / active EE | $3,855 | $2,303+67.4% | $4,939-21.9% | $3,169+21.7% |
| Admin fee / account holder | $4,110 | $455+803.2% | $13,881-70.4% | $479+757.4% |