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 | $43,304 | $181,896-76.2% | $156,551-72.3% | $273,972-84.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 8.41% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,212 | $6,248-48.6% | $5,501-41.6% | $4,869-34.0% |
| Participant deferral / active EE | $4,634 | $5,550-16.5% | $4,871-4.9% | $5,287-12.4% |
| Admin fee / account holder | $1,484 | $15,560-90.5% | $13,028-88.6% | $10,133-85.4% |