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 | $11,745 | $43,338-72.9% | $59,887-80.4% | $64,173-81.7% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | 5.90% | -1.55%+7.4pp | 3.46%+2.4pp | 7.63%-1.7pp |
| Employer contribution / active EE | $863 | $2,030-57.5% | $2,722-68.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,234 | $2,547-51.5% | $3,402-63.7% | $3,470-64.4% |
| Admin fee / account holder | $1,131 | $3,007-62.4% | $3,591-68.5% | $4,887-76.9% |