Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,016 | $29,733-46.1% | $56,025-71.4% | $80,959-80.2% |
| Participation rate | 34.1% | 41.7%-7.6pp | 52.5%-18.4pp | 67.7%-33.5pp |
| Annual return | 10.71% | 35.28%-24.6pp | 1712.69%-1702.0pp | 35.67%-25.0pp |
| Employer contribution / active EE | $434 | $672-35.4% | $1,042-58.3% | $2,757-84.3% |
| Participant deferral / active EE | $1,653 | $1,229+34.4% | $1,955-15.4% | $4,300-61.6% |
| Admin fee / account holder | $2,565 | $2,434+5.4% | $2,828-9.3% | $6,925-63.0% |