Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,937 | $76,407-20.2% | $150,298-59.5% | $82,448-26.1% |
| Participation rate | 38.9% | 66.4%-27.5pp | 77.8%-38.9pp | 68.1%-29.2pp |
| Annual return | 17.74% | 39.99%-22.3pp | 62.79%-45.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $569 | $2,614-78.2% | $4,154-86.3% | $2,551-77.7% |
| Participant deferral / active EE | $1,961 | $3,214-39.0% | $5,453-64.0% | $4,139-52.6% |
| Admin fee / account holder | $1,825 | $6,352-71.3% | $14,116-87.1% | $7,234-74.8% |