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 | $35,977 | $57,065-37.0% | $75,670-52.5% | $70,131-48.7% |
| Participation rate | 59.1% | 68.1%-9.0pp | 72.3%-13.3pp | 69.5%-10.5pp |
| Annual return | 14.83% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $546 | $1,817-69.9% | $2,352-76.8% | $2,342-76.7% |
| Participant deferral / active EE | $1,646 | $2,580-36.2% | $3,142-47.6% | $3,332-50.6% |
| Admin fee / account holder | $8,100 | $3,825+111.8% | $5,800+39.7% | $4,645+74.4% |