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 | $43,424 | $78,425-44.6% | $95,956-54.7% | $79,858-45.6% |
| Participation rate | 37.1% | 73.5%-36.3pp | 77.1%-39.9pp | 69.6%-32.5pp |
| Annual return | 11.90% | 19.37%-7.5pp | 91.63%-79.7pp | 31.72%-19.8pp |
| Employer contribution / active EE | $1,192 | $1,945-38.7% | $2,541-53.1% | $2,471-51.7% |
| Participant deferral / active EE | $2,422 | $3,440-29.6% | $4,167-41.9% | $3,740-35.3% |
| Admin fee / account holder | $4,529 | $5,622-19.4% | $6,797-33.4% | $5,306-14.6% |