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 | $44,783 | $61,338-27.0% | $149,717-70.1% | $71,495-37.4% |
| Participation rate | 45.8% | 62.5%-16.7pp | 78.8%-32.9pp | 67.9%-22.1pp |
| Annual return | 21.03% | 35.86%-14.8pp | 134.41%-113.4pp | 28.85%-7.8pp |
| Employer contribution / active EE | $1,428 | $2,381-40.0% | $4,820-70.4% | $2,589-44.9% |
| Participant deferral / active EE | $3,156 | $2,919+8.1% | $5,682-44.5% | $4,291-26.4% |
| Admin fee / account holder | $1,416 | $1,263+12.2% | $13,213-89.3% | $1,588-10.8% |