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 | $45,145 | $78,423-42.4% | $95,964-53.0% | $79,856-43.5% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.8pp | 69.6%-8.4pp |
| Annual return | 13.01% | 19.37%-6.4pp | 91.64%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $642 | $1,945-67.0% | $2,541-74.7% | $2,471-74.0% |
| Participant deferral / active EE | $1,757 | $3,440-48.9% | $4,167-57.8% | $3,741-53.0% |
| Admin fee / account holder | $2,066 | $5,622-63.2% | $6,797-69.6% | $5,306-61.1% |