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 | $46,408 | $36,948+25.6% | $73,658-37.0% | $87,485-47.0% |
| Participation rate | 30.2% | 46.8%-16.6pp | 57.0%-26.8pp | 68.9%-38.7pp |
| Annual return | 16.75% | 28.64%-11.9pp | 29.72%-13.0pp | 26.06%-9.3pp |
| Employer contribution / active EE | $792 | $670+18.2% | $1,032-23.3% | $2,596-69.5% |
| Participant deferral / active EE | $1,352 | $1,379-2.0% | $2,062-34.4% | $4,274-68.4% |
| Admin fee / account holder | $3,936 | $2,531+55.5% | $3,357+17.2% | $7,775-49.4% |