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 | $35,923 | $88,707-59.5% | $74,184-51.6% | $273,972-86.9% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.6%-31.2pp | 83.0%-37.6pp |
| Annual return | 6.15% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,936 | $3,159-38.7% | $2,370-18.3% | $4,869-60.2% |
| Participant deferral / active EE | $3,001 | $4,212-28.7% | $3,550-15.5% | $5,287-43.2% |
| Admin fee / account holder | $2,028 | $8,717-76.7% | $5,586-63.7% | $10,133-80.0% |