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 | $53,463 | $81,504-34.4% | $102,437-47.8% | $80,959-34.0% |
| Participation rate | 37.1% | 66.9%-29.7pp | 74.5%-37.4pp | 67.7%-30.5pp |
| Annual return | 10.99% | 25.60%-14.6pp | 24.95%-14.0pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,181 | $3,104-62.0% | $3,871-69.5% | $2,757-57.2% |
| Participant deferral / active EE | $3,329 | $3,871-14.0% | $5,060-34.2% | $4,300-22.6% |
| Admin fee / account holder | $572 | $6,719-91.5% | $8,388-93.2% | $6,925-91.7% |