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 | $38,247 | $81,233-52.9% | $155,567-75.4% | $80,874-52.7% |
| Participation rate | 25.6% | 66.2%-40.7pp | 78.2%-52.6pp | 67.6%-42.1pp |
| Annual return | 11.28% | 33.33%-22.0pp | 64.74%-53.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $897 | $3,101-71.1% | $4,674-80.8% | $2,756-67.4% |
| Participant deferral / active EE | $1,918 | $3,452-44.5% | $5,628-65.9% | $4,297-55.4% |
| Admin fee / account holder | $8,600 | $7,998+7.5% | $15,916-46.0% | $6,935+24.0% |