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 | $42,424 | $43,075-1.5% | $74,577-43.1% | $62,881-32.5% |
| Participation rate | 31.8% | 58.1%-26.2pp | 68.1%-36.3pp | 69.3%-37.5pp |
| Annual return | 10.72% | 17.50%-6.8pp | 20.47%-9.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $840 | $1,498-43.9% | $2,525-66.7% | $2,281-63.2% |
| Participant deferral / active EE | $2,095 | $2,389-12.3% | $3,458-39.4% | $3,203-34.6% |
| Admin fee / account holder | $880 | $2,840-69.0% | $4,138-78.7% | $4,296-79.5% |