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 | $40,462 | $49,249-17.8% | $70,476-42.6% | $79,852-49.3% |
| Participation rate | 21.2% | 69.2%-48.0pp | 75.1%-53.8pp | 69.6%-48.4pp |
| Annual return | 12.44% | 30.09%-17.6pp | 109.12%-96.7pp | 31.72%-19.3pp |
| Employer contribution / active EE | $565 | $2,100-73.1% | $2,738-79.4% | $2,471-77.1% |
| Participant deferral / active EE | $1,385 | $2,769-50.0% | $3,710-62.7% | $3,740-63.0% |
| Admin fee / account holder | $3,016 | $2,878+4.8% | $3,847-21.6% | $5,306-43.2% |