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 | $44,709 | $77,814-42.5% | $158,223-71.7% | $86,983-48.6% |
| Participation rate | 65.9% | 68.4%-2.6pp | 79.2%-13.3pp | 69.5%-3.7pp |
| Annual return | 14.41% | 30.54%-16.1pp | 52.09%-37.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $688 | $2,592-73.5% | $4,109-83.3% | $2,584-73.4% |
| Participant deferral / active EE | $2,381 | $3,270-27.2% | $5,467-56.5% | $4,194-43.2% |
| Admin fee / account holder | $8,206 | $5,879+39.6% | $16,047-48.9% | $7,856+4.5% |