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 | $29,718 | $81,457-63.5% | $103,378-71.3% | $80,911-63.3% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.6%-1.6pp |
| Annual return | 12.70% | 25.58%-12.9pp | 24.91%-12.2pp | 35.63%-22.9pp |
| Employer contribution / active EE | $947 | $3,107-69.5% | $3,870-75.5% | $2,756-65.6% |
| Participant deferral / active EE | $2,128 | $3,871-45.0% | $5,058-57.9% | $4,297-50.5% |
| Admin fee / account holder | $875 | $6,717-87.0% | $8,401-89.6% | $6,935-87.4% |