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 | $27,395 | $41,377-33.8% | $109,313-74.9% | $62,881-56.4% |
| Participation rate | 55.0% | 57.5%-2.5pp | 71.3%-16.3pp | 69.3%-14.3pp |
| Annual return | 8.59% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $658 | $1,276-48.5% | $3,892-83.1% | $2,281-71.2% |
| Participant deferral / active EE | $2,209 | $2,045+8.0% | $3,166-30.2% | $3,203-31.0% |
| Admin fee / account holder | $22,822 | $2,884+691.4% | $5,666+302.8% | $4,296+431.3% |