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 | $74,844 | $95,415-21.6% | $185,851-59.7% | $85,851-12.8% |
| Participation rate | 34.4% | 68.8%-34.4pp | 81.7%-47.3pp | 69.3%-34.9pp |
| Annual return | 11.74% | 23.59%-11.8pp | 122.11%-110.4pp | 318.63%-306.9pp |
| Employer contribution / active EE | $873 | $3,314-73.7% | $5,168-83.1% | $2,565-66.0% |
| Participant deferral / active EE | $2,491 | $3,424-27.2% | $5,569-55.3% | $3,952-37.0% |
| Admin fee / account holder | $1,489 | $7,215-79.4% | $16,245-90.8% | $6,261-76.2% |