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 | $33,659 | $69,273-51.4% | $90,796-62.9% | $82,637-59.3% |
| Participation rate | 45.5% | 64.0%-18.6pp | 69.5%-24.0pp | 68.1%-22.6pp |
| Annual return | 18.54% | 18.37%+0.2pp | 19.29%-0.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $940 | $1,865-49.6% | $2,294-59.0% | $2,552-63.2% |
| Participant deferral / active EE | $2,158 | $3,047-29.2% | $3,822-43.5% | $4,126-47.7% |
| Admin fee / account holder | $1,559 | $5,511-71.7% | $7,024-77.8% | $7,339-78.8% |