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 | $34,568 | $43,749-21.0% | $158,223-78.2% | $65,306-47.1% |
| Participation rate | 34.3% | 56.9%-22.6pp | 79.2%-44.9pp | 57.7%-23.4pp |
| Annual return | 13.59% | 19.41%-5.8pp | 52.09%-38.5pp | 21.94%-8.4pp |
| Employer contribution / active EE | $389 | $1,497-74.0% | $4,109-90.5% | $1,967-80.2% |
| Participant deferral / active EE | $898 | $2,019-55.5% | $5,467-83.6% | $2,959-69.6% |
| Admin fee / account holder | $2,160 | $1,930+11.9% | $16,047-86.5% | $3,480-37.9% |