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 | $32,021 | $85,171-62.4% | $172,752-81.5% | $72,975-56.1% |
| Participation rate | 49.0% | 70.1%-21.0pp | 82.6%-33.6pp | 69.5%-20.5pp |
| Annual return | 22.27% | 27.32%-5.1pp | 802.97%-780.7pp | 81.01%-58.7pp |
| Employer contribution / active EE | $953 | $3,324-71.3% | $5,144-81.5% | $2,440-61.0% |
| Participant deferral / active EE | $1,126 | $3,260-65.5% | $5,198-78.3% | $3,608-68.8% |
| Admin fee / account holder | $1,719 | $5,880-70.8% | $13,955-87.7% | $5,124-66.5% |