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 | $34,719 | $77,920-55.4% | $149,723-76.8% | $75,177-53.8% |
| Participation rate | 53.8% | 65.6%-11.7pp | 78.8%-24.9pp | 67.2%-13.4pp |
| Annual return | 14.00% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.7pp |
| Employer contribution / active EE | $1,543 | $3,138-50.8% | $4,821-68.0% | $2,671-42.2% |
| Participant deferral / active EE | $3,025 | $3,411-11.3% | $5,682-46.8% | $4,126-26.7% |
| Admin fee / account holder | $2,401 | $5,951-59.7% | $13,215-81.8% | $5,651-57.5% |