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 | $37,867 | $90,486-58.2% | $78,676-51.9% | $273,972-86.2% |
| Participation rate | 46.2% | 76.5%-30.4pp | 73.6%-27.4pp | 83.0%-36.9pp |
| Annual return | 6.36% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,519 | $3,175+10.8% | $2,850+23.5% | $4,869-27.7% |
| Participant deferral / active EE | $1,254 | $3,901-67.9% | $3,517-64.4% | $5,287-76.3% |
| Admin fee / account holder | $6,640 | $5,263+26.2% | $4,510+47.2% | $10,133-34.5% |