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 | $29,909 | $79,955-62.6% | $98,461-69.6% | $75,173-60.2% |
| Participation rate | 61.4% | 70.4%-8.9pp | 75.2%-13.7pp | 67.2%-5.8pp |
| Annual return | 16.76% | 19.75%-3.0pp | 21.17%-4.4pp | 160.72%-144.0pp |
| Employer contribution / active EE | $724 | $2,264-68.0% | $3,049-76.3% | $2,671-72.9% |
| Participant deferral / active EE | $1,851 | $3,752-50.7% | $4,738-60.9% | $4,126-55.2% |
| Admin fee / account holder | $1,897 | $6,841-72.3% | $8,961-78.8% | $5,651-66.4% |