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 | $48,465 | $99,345-51.2% | $84,753-42.8% | $273,972-82.3% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 7.34% | 22.93%-15.6pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,240 | $4,214-70.6% | $3,574-65.3% | $4,869-74.5% |
| Participant deferral / active EE | $3,260 | $4,270-23.6% | $3,712-12.2% | $5,287-38.3% |
| Admin fee / account holder | $553 | $6,645-91.7% | $5,333-89.6% | $10,133-94.5% |