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 | $38,716 | $78,672-50.8% | $109,163-64.5% | $85,856-54.9% |
| Participation rate | 46.5% | 68.3%-21.8pp | 75.9%-29.4pp | 69.3%-22.8pp |
| Annual return | 13.49% | 25.09%-11.6pp | 25.75%-12.3pp | 318.58%-305.1pp |
| Employer contribution / active EE | $1,985 | $2,734-27.4% | $3,723-46.7% | $2,565-22.6% |
| Participant deferral / active EE | $3,035 | $3,467-12.5% | $4,654-34.8% | $3,952-23.2% |
| Admin fee / account holder | $3,070 | $5,470-43.9% | $6,754-54.5% | $6,261-51.0% |