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 | $57,779 | $76,407-24.4% | $150,298-61.6% | $82,448-29.9% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 20.68% | 39.99%-19.3pp | 62.79%-42.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $768 | $2,614-70.6% | $4,154-81.5% | $2,551-69.9% |
| Participant deferral / active EE | $1,996 | $3,214-37.9% | $5,453-63.4% | $4,139-51.8% |
| Admin fee / account holder | $675 | $6,352-89.4% | $14,116-95.2% | $7,234-90.7% |