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 | $41,921 | $71,230-41.1% | $93,727-55.3% | $80,959-48.2% |
| Participation rate | 38.6% | 60.4%-21.8pp | 68.7%-30.1pp | 67.7%-29.1pp |
| Annual return | 13.74% | 11.26%+2.5pp | 133.83%-120.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $809 | $1,565-48.3% | $2,421-66.6% | $2,757-70.6% |
| Participant deferral / active EE | $4,091 | $4,037+1.3% | $4,417-7.4% | $4,300-4.9% |
| Admin fee / account holder | $3,637 | $6,961-47.8% | $8,292-56.1% | $6,925-47.5% |