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 | $43,440 | $45,343-4.2% | $150,298-71.1% | $67,986-36.1% |
| Participation rate | 35.9% | 51.9%-15.9pp | 77.8%-41.8pp | 57.2%-21.3pp |
| Annual return | 15.75% | 33.28%-17.5pp | 62.79%-47.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,027 | $1,462-29.7% | $4,154-75.3% | $2,019-49.1% |
| Participant deferral / active EE | $1,762 | $2,055-14.3% | $5,453-67.7% | $3,358-47.5% |
| Admin fee / account holder | $2,030 | $2,250-9.8% | $14,116-85.6% | $3,203-36.6% |