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 | $35,047 | $41,377-15.3% | $109,313-67.9% | $62,881-44.3% |
| Participation rate | 56.5% | 57.5%-1.0pp | 71.3%-14.7pp | 69.3%-12.8pp |
| Annual return | 8.26% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $988 | $1,276-22.6% | $3,892-74.6% | $2,281-56.7% |
| Participant deferral / active EE | $2,633 | $2,045+28.7% | $3,166-16.9% | $3,203-17.8% |
| Admin fee / account holder | $756 | $2,884-73.8% | $5,666-86.7% | $4,296-82.4% |