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 | $30,048 | $56,110-46.4% | $94,993-68.4% | $70,126-57.2% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.9%-13.9pp | 69.5%-9.5pp |
| Annual return | 17.88% | 51.02%-33.1pp | 27.14%-9.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $905 | $1,442-37.3% | $2,603-65.2% | $2,343-61.4% |
| Participant deferral / active EE | $2,536 | $2,391+6.0% | $3,317-23.6% | $3,332-23.9% |
| Admin fee / account holder | $678 | $3,456-80.4% | $4,960-86.3% | $4,645-85.4% |