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 | $38,511 | $72,272-46.7% | $101,264-62.0% | $79,858-51.8% |
| Participation rate | 58.8% | 68.5%-9.6pp | 75.8%-17.0pp | 69.6%-10.8pp |
| Annual return | 12.63% | 22.30%-9.7pp | 46.48%-33.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,431 | $2,692-46.8% | $3,660-60.9% | $2,471-42.1% |
| Participant deferral / active EE | $2,669 | $3,282-18.7% | $4,370-38.9% | $3,740-28.6% |
| Admin fee / account holder | $11,232 | $4,401+155.2% | $5,947+88.9% | $5,306+111.7% |